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Independent Solutions Wealth Management’s Lam Research LRCX Stock Holding History

Independent Solutions Wealth Management’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 		$8.17M Buy
18,849
+9,386
+99% +$2.85M 1.07% 20
2026
Q1 		$2.02M Buy
9,463
+1,445
+18% +$323K 0.3% 89
2025
Q4 		$1.37M Buy
8,018
+322
+4% +$50.1K 0.25% 103
2025
Q3 		$1.03M Buy
7,696
+1,103
+17% +$117K 0.18% 107
2025
Q2 		$642K Buy
6,593
+1,040
+19% +$82.5K 0.13% 115
2025
Q1 		$404K Buy
5,553
+1,390
+33% +$109K 0.09% 133
2024
Q4 		$301K Buy
4,163
+533
+15% +$40.4K 0.07% 141
2024
Q3 		$296K Buy
3,630
+180
+5% +$15.7K 0.07% 143
2024
Q2 		$367K Sell
3,450
-120
-3% -$11.5K 0.08% 134
2024
Q1 		$347K Buy
3,570
+700
+24% +$61.6K 0.08% 141
2023
Q4 		$225K Buy
+2,870
New +$196K 0.06% 159
2022
Q2 		– Sell
-3,920
Closed -$211K – 236
2022
Q1 		$211K Buy
3,920
+290
+8% +$16.9K 0.05% 207
2021
Q4 		$261K Buy
+3,630
New +$228K 0.06% 195
2020
Q4 		– Sell
-6,950
Closed -$231K – 182
2020
Q3 		$231K Buy
+6,950
New +$239K 0.09% 152

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

Independent Solutions Wealth Management's LRCX Position: Q2 2026 in Review

Independent Solutions Wealth Management increased its Lam Research (LRCX) stake by 99% in Q2 2026, buying an estimated $2.85M and bringing the position to 18,849 shares worth $8.17M. The position accounts for 1.07% of the portfolio, ranked #20.

Independent Solutions Wealth Management first reported a position in LRCX in Q3 2020 and has held it in 14 quarters since. 3,123 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Independent Solutions Wealth Management held 18,849 shares of Lam Research worth $8.17M as of Q2 2026.
  • Independent Solutions Wealth Management bought 9,386 Lam Research shares in Q2 2026, an estimated $2.85M.
  • Lam Research made up 1.07% of Independent Solutions Wealth Management's portfolio in Q2 2026, its #20 holding.
  • Independent Solutions Wealth Management first reported a position in Lam Research in Q3 2020 and has held it in 14 quarters since.
  • 3,123 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.