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HB Wealth Management’s Lam Research LRCX Stock Holding History

HB 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 		$46.3M Sell
106,838
-7,369
-6% -$2.24M 0.26% 55
2026
Q1 		$24.4M Sell
114,207
-7,785
-6% -$1.74M 0.16% 76
2025
Q4 		$20.9M Sell
121,992
-2,007
-2% -$312K 0.14% 85
2025
Q3 		$16.6M Buy
123,999
+425
+0.3% +$45K 0.11% 98
2025
Q2 		$12M Buy
123,574
+10,352
+9% +$821K 0.1% 113
2025
Q1 		$8.23M Buy
113,222
+9,717
+9% +$765K 0.07% 158
2024
Q4 		$7.48M Buy
+103,505
New +$7.85M 0.08% 122
2024
Q3 		– Sell
-91,360
Closed -$9.73M – 998
2024
Q2 		$9.73M Buy
91,360
+4,650
+5% +$446K 0.11% 87
2024
Q1 		$8.42M Sell
86,710
-10,780
-11% -$948K 0.11% 101
2023
Q4 		$7.64M Buy
97,490
+2,710
+3% +$185K 0.11% 99
2023
Q3 		$5.94M Buy
94,780
+6,110
+7% +$401K 0.1% 110
2023
Q2 		$5.7M Buy
88,670
+2,570
+3% +$145K 0.09% 112
2023
Q1 		$4.56M Buy
86,100
+38,480
+81% +$1.89M 0.08% 126
2022
Q4 		$2M Sell
47,620
-31,420
-40% -$1.31M 0.04% 195
2022
Q3 		$2.89M Buy
79,040
+10,580
+15% +$471K 0.06% 145
2022
Q2 		$2.92M Buy
68,460
+63,470
+1,272% +$3.02M 0.06% 146
2022
Q1 		$268K Buy
4,990
+1,820
+57% +$106K 0.01% 479
2021
Q4 		$228K Buy
+3,170
New +$199K ﹤0.01% 457

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

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

HB Wealth Management reduced its Lam Research (LRCX) stake by 6.5% in Q2 2026, selling an estimated $2.24M and leaving 106,838 shares worth $46.3M. The position accounts for 0.26% of the portfolio, ranked #55.

HB Wealth Management first reported a position in LRCX in Q4 2021 and has held it in 18 quarters since. 3,114 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • HB Wealth Management held 106,838 shares of Lam Research worth $46.3M as of Q2 2026.
  • HB Wealth Management sold 7,369 Lam Research shares in Q2 2026, an estimated $2.24M.
  • Lam Research made up 0.26% of HB Wealth Management's portfolio in Q2 2026, its #55 holding.
  • HB Wealth Management first reported a position in Lam Research in Q4 2021 and has held it in 18 quarters since.
  • 3,114 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.