Grant Private Wealth Management’s Lam Research LRCX Stock Holding History

Grant Private 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	$4.18M	Sell	9,650 -40	-0.4%	-$12.1K	1.76%	11
2026 Q1	$2.07M	Sell	9,690 -250	-3%	-$55.9K	1.1%	17
2025 Q4	$1.7M	Sell	9,940 -170	-2%	-$26.4K	1.03%	24
2025 Q3	$1.35M	Buy	+10,110	New	+$1.07M	0.84%	30
2025 Q2	–	Sell	-10,960	Closed	-$797K	–	109
2025 Q1	$797K	Sell	10,960 -360	-3%	-$28.4K	0.86%	32
2024 Q4	$818K	Buy	+11,320	New	+$859K	0.88%	29

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 $3.37T AUM 44.26% 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

Grant Private Wealth Management's LRCX Position: Q2 2026 in Review

Grant Private Wealth Management reduced its Lam Research (LRCX) stake by 0.41% in Q2 2026, selling an estimated $12.1K and leaving 9,650 shares worth $4.18M. The position accounts for 1.76% of the portfolio, ranked #11.

Grant Private Wealth Management first reported a position in LRCX in Q4 2024 and has held it in 6 quarters since. 3,123 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Grant Private Wealth Management held 9,650 shares of Lam Research worth $4.18M as of Q2 2026.
Grant Private Wealth Management sold 40 Lam Research shares in Q2 2026, an estimated $12.1K.
Lam Research made up 1.76% of Grant Private Wealth Management's portfolio in Q2 2026, its #11 holding.
Grant Private Wealth Management first reported a position in Lam Research in Q4 2024 and has held it in 6 quarters since.
3,123 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Grant Private Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.