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Invera Wealth Advisors’s Lam Research LRCX Stock Holding History

Invera Wealth Advisors’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 		$4.75M Sell
10,952
-7,952
-42% -$2.41M 2.55% 12
2026
Q1 		$4.04M Sell
18,904
-1,100
-5% -$246K 2.59% 12
2025
Q4 		$3.42M Sell
20,004
-2,108
-10% -$328K 2.16% 17
2025
Q3 		$2.96M Sell
22,112
-901
-4% -$95.4K 1.82% 18
2025
Q2 		$2.24M Sell
23,013
-354
-2% -$28.1K 1.46% 23
2025
Q1 		$1.7M Buy
+23,367
New +$1.84M 1.1% 30
2024
Q1 		– Sell
-24,340
Closed -$1.91M – 87
2023
Q4 		$1.91M Buy
+24,340
New +$1.66M 1.19% 29

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

Invera Wealth Advisors's LRCX Position: Q2 2026 in Review

Invera Wealth Advisors reduced its Lam Research (LRCX) stake by 42% in Q2 2026, selling an estimated $2.41M and leaving 10,952 shares worth $4.75M. The position accounts for 2.55% of the portfolio, ranked #12.

Invera Wealth Advisors first reported a position in LRCX in Q4 2023 and has held it in 7 quarters since. 3,130 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Invera Wealth Advisors held 10,952 shares of Lam Research worth $4.75M as of Q2 2026.
  • Invera Wealth Advisors sold 7,952 Lam Research shares in Q2 2026, an estimated $2.41M.
  • Lam Research made up 2.55% of Invera Wealth Advisors's portfolio in Q2 2026, its #12 holding.
  • Invera Wealth Advisors first reported a position in Lam Research in Q4 2023 and has held it in 7 quarters since.
  • 3,130 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

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