Heritage Wealth Management (California)’s Lam Research LRCX Stock Holding History

Heritage Wealth Management (California)’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	$305K	Buy	+703	New	+$213K	0.12%	80

Other funds holding LRCX

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Heritage Wealth Management (California)'s LRCX Position: Q2 2026 in Review

Heritage Wealth Management (California) opened a new position in Lam Research (LRCX) in Q2 2026: 703 shares worth $305K. The stake represents 0.12% of the portfolio and ranks #80 among its holdings.

1,427 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Heritage Wealth Management (California) held 703 shares of Lam Research worth $305K as of Q2 2026.
Lam Research was a new Heritage Wealth Management (California) position in Q2 2026.
Lam Research made up 0.12% of Heritage Wealth Management (California)'s portfolio in Q2 2026, its #80 holding.
1,427 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Heritage Wealth Management (California)'s 13F filing for Q2 2026, filed 22 Jul 2026.