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Hennion & Walsh Asset Management’s Lam Research LRCX Stock Holding History

Hennion & Walsh Asset 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 		$32.2M Sell
74,391
-2,476
-3% -$752K 0.92% 13
2026
Q1 		$16.4M Buy
76,867
+5,654
+8% +$1.26M 0.55% 29
2025
Q4 		$12.2M Buy
71,213
+3,750
+6% +$583K 0.42% 37
2025
Q3 		$9.03M Buy
67,463
+7,392
+12% +$783K 0.33% 50
2025
Q2 		$5.85M Buy
60,071
+2,854
+5% +$226K 0.24% 85
2025
Q1 		$4.16M Buy
57,217
+8,294
+17% +$653K 0.18% 136
2024
Q4 		$3.53M Buy
48,923
+17,683
+57% +$1.34M 0.16% 162
2024
Q3 		$2.55M Buy
31,240
+8,700
+39% +$756K 0.12% 218
2024
Q2 		$2.4M Buy
22,540
+13,440
+148% +$1.29M 0.12% 220
2024
Q1 		$884K Buy
9,100
+1,260
+16% +$111K 0.05% 451
2023
Q4 		$614K Buy
7,840
+3,810
+95% +$260K 0.04% 518
2023
Q3 		$253K Buy
4,030
+380
+10% +$25K 0.02% 694
2023
Q2 		$235K Sell
3,650
-20,890
-85% -$1.18M 0.01% 720
2023
Q1 		$1.3M Sell
24,540
-15,230
-38% -$747K 0.08% 307
2022
Q4 		$1.67M Sell
39,770
-1,670
-4% -$69.9K 0.1% 236
2022
Q3 		$1.52M Buy
41,440
+720
+2% +$32.1K 0.1% 241
2022
Q2 		$1.74M Buy
40,720
+2,740
+7% +$130K 0.11% 223
2022
Q1 		$2.04M Buy
37,980
+21,500
+130% +$1.25M 0.11% 219
2021
Q4 		$1.19M Buy
+16,480
New +$1.03M 0.06% 319

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

Hennion & Walsh Asset Management's LRCX Position: Q2 2026 in Review

Hennion & Walsh Asset Management reduced its Lam Research (LRCX) stake by 3.2% in Q2 2026, selling an estimated $752K and leaving 74,391 shares worth $32.2M. The position accounts for 0.92% of the portfolio, ranked #13.

Hennion & Walsh Asset Management first reported a position in LRCX in Q4 2021 and has held it in 19 quarters since. 3,114 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Hennion & Walsh Asset Management held 74,391 shares of Lam Research worth $32.2M as of Q2 2026.
  • Hennion & Walsh Asset Management sold 2,476 Lam Research shares in Q2 2026, an estimated $752K.
  • Lam Research made up 0.92% of Hennion & Walsh Asset Management's portfolio in Q2 2026, its #13 holding.
  • Hennion & Walsh Asset Management first reported a position in Lam Research in Q4 2021 and has held it in 19 quarters since.
  • 3,114 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.