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

Heritage Wealth Management (Ohio)’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	$905K	Buy	+2,089	New	+$634K	0.23%	109
2026 Q1	–	Sell	-2,117	Closed	-$362K	–	205
2025 Q4	$362K	Sell	2,117 -4	-0.2%	-$622	0.1%	184
2025 Q3	$284K	Sell	2,121 -29	-1%	-$3.07K	0.08%	196
2025 Q2	$209K	Buy	+2,150	New	+$171K	0.07%	228
2024 Q4	–	Sell	-2,500	Closed	-$204K	–	231
2024 Q3	$204K	Sell	2,500 -40	-2%	-$3.48K	0.07%	223
2024 Q2	$276K	Buy	+2,540	New	+$244K	0.09%	188

Other funds holding LRCX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Heritage Wealth Management (Ohio) opened a new position in Lam Research (LRCX) in Q2 2026: 2,089 shares worth $905K. The stake represents 0.23% of the portfolio and ranks #109 among its holdings. This is a return to the name: Heritage Wealth Management (Ohio) previously reported a position in LRCX as recently as Q4 2025.

Heritage Wealth Management (Ohio) first reported a position in LRCX in Q2 2024 and has held it in 6 quarters since. 3,114 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Heritage Wealth Management (Ohio) held 2,089 shares of Lam Research worth $905K as of Q2 2026.
Lam Research was a new Heritage Wealth Management (Ohio) position in Q2 2026.
Lam Research made up 0.23% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #109 holding.
Heritage Wealth Management (Ohio) first reported a position in Lam Research in Q2 2024 and has held it in 6 quarters since.
3,114 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.