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Kelleher Financial Advisors’s Lam Research LRCX Stock Holding History

Kelleher Financial 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 		$94.9K Buy
+219
New +$66.5K 0.01% 379
2018
Q2 		– Sell
-10,000
Closed -$203K – 92
2018
Q1 		$203K Buy
+10,000
New +$198K 0.28% 82

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

Kelleher Financial Advisors's LRCX Position: Q2 2026 in Review

Kelleher Financial Advisors opened a new position in Lam Research (LRCX) in Q2 2026: 219 shares worth $94.9K. The stake represents 0.01% of the portfolio and ranks #379 among its holdings. This is a return to the name: Kelleher Financial Advisors previously reported a position in LRCX as recently as Q1 2018.

Kelleher Financial Advisors first reported a position in LRCX in Q1 2018 and has held it in 2 quarters since. The position peaked at $203K in Q1 2018. 3,146 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Kelleher Financial Advisors held 219 shares of Lam Research worth $94.9K as of Q2 2026.
  • Lam Research was a new Kelleher Financial Advisors position in Q2 2026.
  • Lam Research made up 0.01% of Kelleher Financial Advisors's portfolio in Q2 2026, its #379 holding.
  • Kelleher Financial Advisors first reported a position in Lam Research in Q1 2018 and has held it in 2 quarters since.
  • Kelleher Financial Advisors's Lam Research position peaked at $203K in Q1 2018.
  • 3,146 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.