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Horizon Family Wealth’s Lam Research LRCX Stock Holding History

Horizon Family 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 		$1.47M Sell
3,392
-34
-1% -$10.3K 0.67% 36
2026
Q1 		$732K Sell
3,426
-1,336
-28% -$299K 0.39% 46
2025
Q4 		$815K Buy
4,762
+9
+0.2% +$1.4K 0.43% 41
2025
Q3 		$636K Buy
4,753
+11
+0.2% +$1.17K 0.37% 44
2025
Q2 		$462K Buy
4,742
+18
+0.4% +$1.43K 0.28% 50
2025
Q1 		$343K Buy
4,724
+467
+11% +$36.8K 0.23% 55
2024
Q4 		$307K Buy
4,257
+77
+2% +$5.84K 0.2% 67
2024
Q3 		$341K Buy
4,180
+40
+1% +$3.48K 0.24% 56
2024
Q2 		$440K Buy
4,140
+10
+0.2% +$959 0.34% 41
2024
Q1 		$401K Buy
4,130
+50
+1% +$4.4K 0.31% 44
2023
Q4 		$320K Sell
4,080
-140
-3% -$9.54K 0.27% 50
2023
Q3 		$265K Buy
4,220
+250
+6% +$16.4K 0.26% 51
2023
Q2 		$255K Buy
3,970
+160
+4% +$9.02K 0.24% 52
2023
Q1 		$202K Buy
+3,810
New +$187K 0.21% 59

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

Horizon Family Wealth's LRCX Position: Q2 2026 in Review

Horizon Family Wealth reduced its Lam Research (LRCX) stake by 0.99% in Q2 2026, selling an estimated $10.3K and leaving 3,392 shares worth $1.47M. The position accounts for 0.67% of the portfolio, ranked #36.

Horizon Family Wealth first reported a position in LRCX in Q1 2023 and has held it in 14 quarters since. 3,137 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Horizon Family Wealth held 3,392 shares of Lam Research worth $1.47M as of Q2 2026.
  • Horizon Family Wealth sold 34 Lam Research shares in Q2 2026, an estimated $10.3K.
  • Lam Research made up 0.67% of Horizon Family Wealth's portfolio in Q2 2026, its #36 holding.
  • Horizon Family Wealth first reported a position in Lam Research in Q1 2023 and has held it in 14 quarters since.
  • 3,137 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Horizon Family Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.