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Heritage Wealth Advisors’s Lam Research LRCX Stock Holding History

Heritage Wealth Advisors’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 		$316K Hold
730
– – 0.01% 181
2026
Q1 		$156K Buy
730
+670
+1,117% +$150K 0.01% 222
2025
Q4 		$10.3K Hold
60
– – ﹤0.01% 451
2025
Q3 		$8.03K Hold
60
– – ﹤0.01% 443
2025
Q2 		$5.84K Hold
60
– – ﹤0.01% 455
2025
Q1 		$4.36K Hold
60
– – ﹤0.01% 463
2024
Q4 		$4.33K Hold
60
– – ﹤0.01% 507
2024
Q3 		$4.9K Buy
+60
New +$5.22K ﹤0.01% 482
2023
Q3 		– Sell
-160
Closed -$10.3K – 549
2023
Q2 		$10.3K Buy
+160
New +$9.02K ﹤0.01% 433
2020
Q1 		– Sell
-50
Closed -$1.46K – 523
2019
Q4 		$1.46K Buy
+50
New +$1.33K ﹤0.01% 615

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

Heritage Wealth Advisors's LRCX Position: Q2 2026 in Review

Heritage Wealth Advisors held its Lam Research (LRCX) position steady in Q2 2026 at 730 shares worth $316K. The position accounts for 0.01% of the portfolio, ranked #181.

Heritage Wealth Advisors first reported a position in LRCX in Q4 2019 and has held it in 10 quarters since. 3,130 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Heritage Wealth Advisors held 730 shares of Lam Research worth $316K as of Q2 2026.
  • Heritage Wealth Advisors left its Lam Research share count unchanged in Q2 2026.
  • Lam Research made up 0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #181 holding.
  • Heritage Wealth Advisors first reported a position in Lam Research in Q4 2019 and has held it in 10 quarters since.
  • 3,130 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.