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Invenio Wealth Partners’s Lam Research LRCX Stock Holding History

Invenio Wealth Partners’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 		$416K Sell
960
-128
-12% -$38.9K 0.15% 64
2026
Q1 		$232K Buy
+1,088
New +$243K 0.09% 82
2025
Q1 		– Sell
-2,925
Closed -$211K – 100
2024
Q4 		$211K Buy
2,925
+85
+3% +$6.45K 0.09% 96
2024
Q3 		$232K Buy
2,840
+160
+6% +$13.9K 0.1% 93
2024
Q2 		$285K Buy
2,680
+160
+6% +$15.3K 0.14% 75
2024
Q1 		$245K Buy
+2,520
New +$222K 0.13% 84

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

Invenio Wealth Partners's LRCX Position: Q2 2026 in Review

Invenio Wealth Partners reduced its Lam Research (LRCX) stake by 12% in Q2 2026, selling an estimated $38.9K and leaving 960 shares worth $416K. The position accounts for 0.15% of the portfolio, ranked #64.

Invenio Wealth Partners first reported a position in LRCX in Q1 2024 and has held it in 6 quarters since. 3,146 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Invenio Wealth Partners held 960 shares of Lam Research worth $416K as of Q2 2026.
  • Invenio Wealth Partners sold 128 Lam Research shares in Q2 2026, an estimated $38.9K.
  • Lam Research made up 0.15% of Invenio Wealth Partners's portfolio in Q2 2026, its #64 holding.
  • Invenio Wealth Partners first reported a position in Lam Research in Q1 2024 and has held it in 6 quarters since.
  • 3,146 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Invenio Wealth Partners's 13F filing for Q2 2026, filed 30 Jul 2026.