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Forvis Mazars Wealth Advisors’s Lam Research LRCX Stock Holding History

Forvis Mazars Wealth Advisors’s Portfolio LRCX Stock Details LRCX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$325K Buy
+749
New +$227K 0.01% 363
2021
Q1 		– Sell
-18,640
Closed -$880K – 325
2020
Q4 		$880K Sell
18,640
-30
-0.2% -$1.26K 0.04% 160
2020
Q3 		$619K Sell
18,670
-1,210
-6% -$41.7K 0.04% 180
2020
Q2 		$643K Sell
19,880
-1,700
-8% -$46.4K 0.04% 168
2020
Q1 		$518K Sell
21,580
-5,810
-21% -$167K 0.04% 166
2019
Q4 		$801K Buy
27,390
+1,680
+7% +$44.6K 0.06% 137
2019
Q3 		$594K Buy
+25,710
New +$540K 0.05% 146
2018
Q3 		– Sell
-25,620
Closed -$443K – 236
2018
Q2 		$443K Buy
25,620
+390
+2% +$7.51K 0.04% 152
2018
Q1 		$513K Sell
25,230
-2,800
-10% -$55.5K 0.05% 138
2017
Q4 		$516K Buy
28,030
+3,330
+13% +$65.4K 0.05% 148
2017
Q3 		$457K Sell
24,700
-3,670
-13% -$59.5K 0.05% 144
2017
Q2 		$401K Sell
28,370
-2,090
-7% -$30.6K 0.05% 151
2017
Q1 		$391K Buy
30,460
+2,240
+8% +$26.3K 0.05% 143
2016
Q4 		$298K Sell
28,220
-4,160
-13% -$42.3K 0.04% 160
2016
Q3 		$307K Buy
32,380
+80
+0.2% +$728 0.04% 142
2016
Q2 		$272K Sell
32,300
-1,980
-6% -$15.9K 0.04% 150
2016
Q1 		$283K Buy
34,280
+2,480
+8% +$18K 0.05% 143
2015
Q4 		$253K Sell
31,800
-170
-0.5% -$1.28K 0.04% 160
2015
Q3 		$209K Buy
+31,970
New +$234K 0.04% 169

Other funds holding LRCX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Forvis Mazars Wealth Advisors's LRCX Position: Q2 2026 in Review

Forvis Mazars Wealth Advisors opened a new position in Lam Research (LRCX) in Q2 2026: 749 shares worth $325K. The stake represents 0.01% of the portfolio and ranks #363 among its holdings. This is a return to the name: Forvis Mazars Wealth Advisors previously reported a position in LRCX as recently as Q4 2020.

Forvis Mazars Wealth Advisors first reported a position in LRCX in Q3 2015 and has held it in 19 quarters since. The position peaked at $880K in Q4 2020. 3,130 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Forvis Mazars Wealth Advisors held 749 shares of Lam Research worth $325K as of Q2 2026.
  • Lam Research was a new Forvis Mazars Wealth Advisors position in Q2 2026.
  • Lam Research made up 0.01% of Forvis Mazars Wealth Advisors's portfolio in Q2 2026, its #363 holding.
  • Forvis Mazars Wealth Advisors first reported a position in Lam Research in Q3 2015 and has held it in 19 quarters since.
  • Forvis Mazars Wealth Advisors's Lam Research position peaked at $880K in Q4 2020.
  • 3,130 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.