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Kestra Investment Management’s Lam Research LRCX Stock Holding History

Kestra Investment Management’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 		$3.24M Sell
7,468
-1,147
-13% -$348K 0.06% 104
2026
Q1 		$1.84M Sell
8,615
-3,637
-30% -$813K 0.03% 140
2025
Q4 		$2.1M Buy
12,252
+804
+7% +$125K 0.05% 133
2025
Q3 		$1.53M Buy
11,448
+2,759
+32% +$292K 0.04% 151
2025
Q2 		$846K Buy
8,689
+1,635
+23% +$130K 0.03% 211
2025
Q1 		$513K Sell
7,054
-2,974
-30% -$234K 0.02% 266
2024
Q4 		$724K Buy
10,028
+2,668
+36% +$202K 0.03% 182
2024
Q3 		$601K Buy
+7,360
New +$640K 0.03% 181

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

Kestra Investment Management's LRCX Position: Q2 2026 in Review

Kestra Investment Management reduced its Lam Research (LRCX) stake by 13% in Q2 2026, selling an estimated $348K and leaving 7,468 shares worth $3.24M. The position accounts for 0.06% of the portfolio, ranked #104.

Kestra Investment Management first reported a position in LRCX in Q3 2024 and has held it in 8 quarters since. 3,146 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Kestra Investment Management held 7,468 shares of Lam Research worth $3.24M as of Q2 2026.
  • Kestra Investment Management sold 1,147 Lam Research shares in Q2 2026, an estimated $348K.
  • Lam Research made up 0.06% of Kestra Investment Management's portfolio in Q2 2026, its #104 holding.
  • Kestra Investment Management first reported a position in Lam Research in Q3 2024 and has held it in 8 quarters since.
  • 3,146 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.