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Holos Integrated Wealth’s Lam Research LRCX Stock Holding History

Holos Integrated Wealth’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 		$264K Sell
810
-9
-1% -$2.73K 0.12% 70
2026
Q1 		$184K Buy
819
+9
+1% +$2.01K 0.09% 93
2025
Q4 		$150K Hold
810
– – 0.08% 77
2025
Q3 		$106K Hold
810
– – 0.06% 84
2025
Q2 		$82.4K Hold
810
– – 0.05% 95
2025
Q1 		$58.9K Hold
810
– – 0.04% 106
2024
Q4 		$58.5K Buy
+810
New +$61.4K 0.04% 103

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

Holos Integrated Wealth's LRCX Position: Q2 2026 in Review

Holos Integrated Wealth reduced its Lam Research (LRCX) stake by 1.1% in Q2 2026, selling an estimated $2.73K and leaving 810 shares worth $264K. The position accounts for 0.12% of the portfolio, ranked #70.

Holos Integrated Wealth first reported a position in LRCX in Q4 2024 and has held it in 7 quarters since. 3,118 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Holos Integrated Wealth held 810 shares of Lam Research worth $264K as of Q2 2026.
  • Holos Integrated Wealth sold 9 Lam Research shares in Q2 2026, an estimated $2.73K.
  • Lam Research made up 0.12% of Holos Integrated Wealth's portfolio in Q2 2026, its #70 holding.
  • Holos Integrated Wealth first reported a position in Lam Research in Q4 2024 and has held it in 7 quarters since.
  • 3,118 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.