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GeoWealth Management’s Lam Research LRCX Stock Holding History

GeoWealth Management’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 		$5.11M Sell
11,802
-1,591
-12% -$483K 0.16% 79
2026
Q1 		$2.86M Buy
13,393
+4,569
+52% +$1.02M 0.1% 122
2025
Q4 		$1.51M Sell
8,824
-257
-3% -$40K 0.06% 202
2025
Q3 		$1.22M Buy
9,081
+869
+11% +$92K 0.04% 259
2025
Q2 		$799K Buy
8,212
+1,070
+15% +$84.9K 0.03% 303
2025
Q1 		$519K Buy
7,142
+719
+11% +$56.6K 0.02% 414
2024
Q4 		$464K Buy
+6,423
New +$487K 0.02% 487
2024
Q3 		– Sell
-6,960
Closed -$741K – 1713
2024
Q2 		$741K Sell
6,960
-3,600
-34% -$345K 0.03% 335
2024
Q1 		$1.03M Buy
10,560
+5,590
+112% +$492K 0.04% 289
2023
Q4 		$389K Buy
+4,970
New +$339K 0.03% 374
2023
Q1 		– Sell
-5,070
Closed -$213K – 415
2022
Q4 		$213K Sell
5,070
-5,030
-50% -$210K 0.02% 237
2022
Q3 		$368K Sell
10,100
-40
-0.4% -$1.78K 0.04% 186
2022
Q2 		$431K Sell
10,140
-10
-0.1% -$476 0.06% 169
2022
Q1 		$548K Buy
10,150
+470
+5% +$27.4K 0.05% 195
2021
Q4 		$697K Buy
9,680
+4,160
+75% +$261K 0.06% 174
2021
Q3 		$314K Buy
5,520
+4,170
+309% +$254K 0.03% 262
2021
Q2 		$88K Buy
+1,350
New +$85.2K 0.01% 210

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

GeoWealth Management's LRCX Position: Q2 2026 in Review

GeoWealth Management reduced its Lam Research (LRCX) stake by 12% in Q2 2026, selling an estimated $483K and leaving 11,802 shares worth $5.11M. The position accounts for 0.16% of the portfolio, ranked #79.

GeoWealth Management first reported a position in LRCX in Q2 2021 and has held it in 17 quarters since. 3,140 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • GeoWealth Management held 11,802 shares of Lam Research worth $5.11M as of Q2 2026.
  • GeoWealth Management sold 1,591 Lam Research shares in Q2 2026, an estimated $483K.
  • Lam Research made up 0.16% of GeoWealth Management's portfolio in Q2 2026, its #79 holding.
  • GeoWealth Management first reported a position in Lam Research in Q2 2021 and has held it in 17 quarters since.
  • 3,140 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.