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Integrated Wealth Concepts’s Lam Research LRCX Stock Holding History

Integrated Wealth Concepts’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 		$27.6M Sell
63,727
-5,061
-7% -$1.54M 0.18% 114
2026
Q1 		$14.7M Buy
68,788
+49,278
+253% +$11M 0.12% 180
2025
Q4 		$3.34M Sell
19,510
-30,158
-61% -$4.69M 0.04% 400
2025
Q3 		$6.65M Buy
49,668
+30
+0.1% +$3.18K 0.06% 301
2025
Q2 		$4.83M Buy
49,638
+4,656
+10% +$369K 0.05% 343
2025
Q1 		$3.27M Buy
44,982
+2,116
+5% +$167K 0.04% 432
2024
Q4 		$3.1M Buy
42,866
+38,496
+881% +$2.92M 0.04% 424
2024
Q3 		$357K Sell
4,370
-38,070
-90% -$3.31M ﹤0.01% 1237
2024
Q2 		$4.52M Buy
42,440
+210
+0.5% +$20.1K 0.06% 283
2024
Q1 		$4.1M Buy
42,230
+2,860
+7% +$252K 0.06% 302
2023
Q4 		$3.08M Buy
39,370
+1,090
+3% +$74.3K 0.05% 343
2023
Q3 		$2.4M Buy
38,280
+740
+2% +$48.6K 0.04% 389
2023
Q2 		$2.41M Sell
37,540
-300
-0.8% -$16.9K 0.04% 394
2023
Q1 		$2.01M Buy
37,840
+28,220
+293% +$1.38M 0.04% 409
2022
Q4 		$405K Sell
9,620
-530
-5% -$22.2K 0.01% 718
2022
Q3 		$372K Sell
10,150
-670
-6% -$29.8K 0.01% 676
2022
Q2 		$461K Sell
10,820
-5,930
-35% -$282K 0.01% 624
2022
Q1 		$901K Buy
16,750
+2,620
+19% +$153K 0.03% 419
2021
Q4 		$1.02M Buy
14,130
+2,500
+21% +$157K 0.03% 416
2021
Q3 		$662K Buy
11,630
+2,930
+34% +$178K 0.02% 508
2021
Q2 		$566K Sell
8,700
-1,230
-12% -$77.6K 0.02% 509
2021
Q1 		$591K Buy
9,930
+2,670
+37% +$145K 0.02% 436
2020
Q4 		$343K Sell
7,260
-210
-3% -$8.84K 0.02% 494
2020
Q3 		$248K Buy
7,470
+810
+12% +$27.9K 0.02% 496
2020
Q2 		$215K Buy
+6,660
New +$182K 0.02% 471

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 $3.38T AUM 44.17% 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

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

Integrated Wealth Concepts reduced its Lam Research (LRCX) stake by 7.4% in Q2 2026, selling an estimated $1.54M and leaving 63,727 shares worth $27.6M. The position accounts for 0.18% of the portfolio, ranked #114.

Integrated Wealth Concepts first reported a position in LRCX in Q2 2020 and has held it in 25 quarters since. 3,146 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Integrated Wealth Concepts held 63,727 shares of Lam Research worth $27.6M as of Q2 2026.
  • Integrated Wealth Concepts sold 5,061 Lam Research shares in Q2 2026, an estimated $1.54M.
  • Lam Research made up 0.18% of Integrated Wealth Concepts's portfolio in Q2 2026, its #114 holding.
  • Integrated Wealth Concepts first reported a position in Lam Research in Q2 2020 and has held it in 25 quarters since.
  • 3,146 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.