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Instrumental Wealth’s Lam Research LRCX Stock Holding History

Instrumental 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 		$297K Buy
+684
New +$208K 0.15% 62

Other funds holding LRCX

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Instrumental Wealth's LRCX Position: Q2 2026 in Review

Instrumental Wealth opened a new position in Lam Research (LRCX) in Q2 2026: 684 shares worth $297K. The stake represents 0.15% of the portfolio and ranks #62 among its holdings.

522 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Instrumental Wealth held 684 shares of Lam Research worth $297K as of Q2 2026.
  • Lam Research was a new Instrumental Wealth position in Q2 2026.
  • Lam Research made up 0.15% of Instrumental Wealth's portfolio in Q2 2026, its #62 holding.
  • 522 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Instrumental Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.