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Global Wealth Strategies & Associates’s Lam Research LRCX Stock Holding History

Global Wealth Strategies & Associates’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 		– Sell
-170
Closed -$36.3K – 289
2026
Q1 		$36.3K Hold
170
– – 0.01% 203
2025
Q4 		$29.1K Sell
170
-14
-8% -$2.18K 0.01% 208
2025
Q3 		$24.6K Buy
184
+14
+8% +$1.48K 0.01% 206
2025
Q2 		$16.5K Sell
170
-60
-26% -$4.76K ﹤0.01% 179
2025
Q1 		$16.7K Buy
230
+60
+35% +$4.72K 0.01% 197
2024
Q4 		$12.3K Hold
170
– – ﹤0.01% 208
2024
Q3 		$13.9K Hold
170
– – ﹤0.01% 171
2024
Q2 		$18.1K Hold
170
– – 0.01% 132
2024
Q1 		$16.5K Hold
170
– – 0.01% 140
2023
Q4 		$13.3K Hold
170
– – 0.01% 145
2023
Q3 		$10.7K Hold
170
– – 0.01% 156
2023
Q2 		$10.9K Hold
170
– – 0.01% 156
2023
Q1 		$9.01K Hold
170
– – ﹤0.01% 174
2022
Q4 		$7.14K Buy
+170
New +$7.11K ﹤0.01% 187

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

Global Wealth Strategies & Associates's LRCX Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of Lam Research (LRCX) in Q2 2026, closing a stake of 170 shares — an estimated $36.3K sold.

Global Wealth Strategies & Associates first reported a position in LRCX in Q4 2022 and held it in 14 quarters. The position peaked at $36.3K in Q1 2026. 3,110 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Global Wealth Strategies & Associates reported no remaining Lam Research position as of Q2 2026 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 170 Lam Research shares in Q2 2026, an estimated $36.3K.
  • Global Wealth Strategies & Associates first reported a position in Lam Research in Q4 2022 and held it in 14 quarters.
  • Global Wealth Strategies & Associates's Lam Research position peaked at $36.3K in Q1 2026.
  • 3,110 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.