Impact Partnership Wealth’s Lam Research LRCX Stock Holding History

Impact Partnership 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	$621K	Sell	1,432 -16	-1%	-$4.86K	0.06%	219
2026 Q1	$309K	Sell	1,448 -22	-1%	-$4.92K	0.04%	269
2025 Q4	$252K	Sell	1,470 -10,135	-87%	-$1.58M	0.03%	300
2025 Q3	$1.55M	Buy	+11,605	New	+$1.23M	0.23%	45
2024 Q3	–	Sell	-5,480	Closed	-$584K	–	266
2024 Q2	$584K	Buy	5,480 +1,660	+43%	+$159K	0.15%	88
2024 Q1	$371K	Sell	3,820 -570	-13%	-$50.1K	0.15%	100
2023 Q4	$344K	Sell	4,390 -2,320	-35%	-$158K	0.13%	108
2023 Q3	$421K	Buy	6,710 +650	+11%	+$42.7K	0.13%	83
2023 Q2	$390K	Buy	+6,060	New	+$342K	0.14%	97

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

Impact Partnership Wealth's LRCX Position: Q2 2026 in Review

Impact Partnership Wealth reduced its Lam Research (LRCX) stake by 1.1% in Q2 2026, selling an estimated $4.86K and leaving 1,432 shares worth $621K. The position accounts for 0.06% of the portfolio, ranked #219.

Impact Partnership Wealth first reported a position in LRCX in Q2 2023 and has held it in 9 quarters since. The position peaked at $1.55M in Q3 2025. 3,140 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Impact Partnership Wealth held 1,432 shares of Lam Research worth $621K as of Q2 2026.
Impact Partnership Wealth sold 16 Lam Research shares in Q2 2026, an estimated $4.86K.
Lam Research made up 0.06% of Impact Partnership Wealth's portfolio in Q2 2026, its #219 holding.
Impact Partnership Wealth first reported a position in Lam Research in Q2 2023 and has held it in 9 quarters since.
Impact Partnership Wealth's Lam Research position peaked at $1.55M in Q3 2025.
3,140 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Impact Partnership Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.