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Holistic Financial Partners’s Lam Research LRCX Stock Holding History

Holistic Financial Partners’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 		$291K Sell
672
-324
-33% -$98.4K 0.18% 80
2026
Q1 		$213K Buy
+996
New +$223K 0.08% 135

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

Holistic Financial Partners's LRCX Position: Q2 2026 in Review

Holistic Financial Partners reduced its Lam Research (LRCX) stake by 33% in Q2 2026, selling an estimated $98.4K and leaving 672 shares worth $291K. The position accounts for 0.18% of the portfolio, ranked #80.

Holistic Financial Partners first reported a position in LRCX in Q1 2026 and has held it in 2 quarters since. 3,118 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Holistic Financial Partners held 672 shares of Lam Research worth $291K as of Q2 2026.
  • Holistic Financial Partners sold 324 Lam Research shares in Q2 2026, an estimated $98.4K.
  • Lam Research made up 0.18% of Holistic Financial Partners's portfolio in Q2 2026, its #80 holding.
  • Holistic Financial Partners first reported a position in Lam Research in Q1 2026 and has held it in 2 quarters since.
  • 3,118 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Holistic Financial Partners's 13F filing for Q2 2026, filed 23 Jul 2026.