Garrett Wealth Advisory Group’s Lam Research LRCX Stock Holding History

Garrett Wealth Advisory Group’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	$1.92M	Buy	4,438 +21	+0.5%	+$6.38K	0.3%	34
2026 Q1	$944K	Buy	4,417 +923	+26%	+$206K	0.17%	48
2025 Q4	$598K	Hold	3,494	–	–	0.11%	61
2025 Q3	$468K	Hold	3,494	–	–	0.09%	69
2025 Q2	$340K	Hold	3,494	–	–	0.07%	80
2025 Q1	$254K	Hold	3,494	–	–	0.06%	93
2024 Q4	$252K	Buy	+3,494	New	+$265K	0.06%	91
2019 Q4	–	Sell	-160	Closed	-$3.7K	–	390
2019 Q3	$3.7K	Buy	+160	New	+$3.36K	﹤0.01%	420

Other funds holding LRCX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Garrett Wealth Advisory Group's LRCX Position: Q2 2026 in Review

Garrett Wealth Advisory Group increased its Lam Research (LRCX) stake by 0.48% in Q2 2026, buying an estimated $6.38K and bringing the position to 4,438 shares worth $1.92M. The position accounts for 0.3% of the portfolio, ranked #34.

Garrett Wealth Advisory Group first reported a position in LRCX in Q3 2019 and has held it in 8 quarters since. 3,146 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Garrett Wealth Advisory Group held 4,438 shares of Lam Research worth $1.92M as of Q2 2026.
Garrett Wealth Advisory Group bought 21 Lam Research shares in Q2 2026, an estimated $6.38K.
Lam Research made up 0.3% of Garrett Wealth Advisory Group's portfolio in Q2 2026, its #34 holding.
Garrett Wealth Advisory Group first reported a position in Lam Research in Q3 2019 and has held it in 8 quarters since.
3,146 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Garrett Wealth Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.