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Guardian Wealth Advisors (North Carolina)’s Lam Research LRCX Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		$2.56M Buy
5,910
+985
+20% +$299K 0.14% 96
2026
Q1 		$1.05M Sell
4,925
-697
-12% -$156K 0.07% 154
2025
Q4 		$962K Buy
5,622
+108
+2% +$16.8K 0.06% 158
2025
Q3 		$738K Sell
5,514
-10
-0.2% -$1.06K 0.05% 170
2025
Q2 		$538K Buy
5,524
+141
+3% +$11.2K 0.04% 194
2025
Q1 		$391K Buy
5,383
+4
+0.1% +$315 0.03% 213
2024
Q4 		$389K Buy
5,379
+99
+2% +$7.51K 0.03% 218
2024
Q3 		$431K Sell
5,280
-90
-2% -$7.83K 0.05% 181
2024
Q2 		$572K Sell
5,370
-30
-0.6% -$2.88K 0.07% 137
2024
Q1 		$525K Sell
5,400
-830
-13% -$73K 0.06% 146
2023
Q4 		$488K Sell
6,230
-490
-7% -$33.4K 0.07% 137
2023
Q3 		$422K Buy
6,720
+1,180
+21% +$77.5K 0.07% 139
2023
Q2 		$357K Sell
5,540
-340
-6% -$19.2K 0.06% 156
2023
Q1 		$313K Buy
5,880
+880
+18% +$43.2K 0.05% 165
2022
Q4 		$211K Buy
+5,000
New +$209K 0.04% 193
2022
Q3 		– Sell
-6,210
Closed -$266K – 361
2022
Q2 		$266K Sell
6,210
-4,290
-41% -$204K 0.05% 157
2022
Q1 		$566K Buy
10,500
+1,340
+15% +$78K 0.24% 73
2021
Q4 		$659K Buy
+9,160
New +$574K 0.28% 64

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 $3.38T AUM 44.17% 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

Guardian Wealth Advisors (North Carolina)'s LRCX Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) increased its Lam Research (LRCX) stake by 20% in Q2 2026, buying an estimated $299K and bringing the position to 5,910 shares worth $2.56M. The position accounts for 0.14% of the portfolio, ranked #96.

Guardian Wealth Advisors (North Carolina) first reported a position in LRCX in Q4 2021 and has held it in 18 quarters since. 3,146 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Guardian Wealth Advisors (North Carolina) held 5,910 shares of Lam Research worth $2.56M as of Q2 2026.
  • Guardian Wealth Advisors (North Carolina) bought 985 Lam Research shares in Q2 2026, an estimated $299K.
  • Lam Research made up 0.14% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #96 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Lam Research in Q4 2021 and has held it in 18 quarters since.
  • 3,146 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.