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Glass Wealth Management’s Lam Research LRCX Stock Holding History

Glass Wealth 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 		$17.1M Buy
39,437
+244
+0.6% +$74.1K 5.72% 2
2026
Q1 		$8.37M Buy
39,193
+599
+2% +$134K 3.24% 10
2025
Q4 		$6.61M Buy
38,594
+4,215
+12% +$656K 2.71% 12
2025
Q3 		$4.6M Buy
34,379
+5,509
+19% +$583K 2.05% 16
2025
Q2 		$2.81M Buy
28,870
+2,270
+9% +$180K 1.5% 22
2025
Q1 		$1.93M Sell
26,600
-65
-0.2% -$5.12K 1.16% 34
2024
Q4 		$1.93M Buy
26,665
+1,815
+7% +$138K 1.05% 35
2024
Q3 		$2.03M Buy
24,850
+2,100
+9% +$183K 1.12% 36
2024
Q2 		$2.42M Buy
22,750
+550
+2% +$52.7K 1.42% 28
2024
Q1 		$2.16M Buy
+22,200
New +$1.95M 1.32% 34

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

Glass Wealth Management's LRCX Position: Q2 2026 in Review

Glass Wealth Management increased its Lam Research (LRCX) stake by 0.62% in Q2 2026, buying an estimated $74.1K and bringing the position to 39,437 shares worth $17.1M. The position accounts for 5.72% of the portfolio, ranked #2.

Glass Wealth Management first reported a position in LRCX in Q1 2024 and has held it in 10 quarters since. 3,130 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Glass Wealth Management held 39,437 shares of Lam Research worth $17.1M as of Q2 2026.
  • Glass Wealth Management bought 244 Lam Research shares in Q2 2026, an estimated $74.1K.
  • Lam Research made up 5.72% of Glass Wealth Management's portfolio in Q2 2026, its #2 holding.
  • Glass Wealth Management first reported a position in Lam Research in Q1 2024 and has held it in 10 quarters since.
  • 3,130 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

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