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Kestra Private Wealth Services’s Lam Research LRCX Stock Holding History

Kestra Private Wealth Services’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 		$10.6M Sell
24,532
-929
-4% -$282K 0.12% 188
2026
Q1 		$5.44M Sell
25,461
-5,715
-18% -$1.28M 0.07% 305
2025
Q4 		$5.34M Sell
31,176
-1,553
-5% -$242K 0.07% 297
2025
Q3 		$4.38M Buy
32,729
+7,073
+28% +$749K 0.06% 327
2025
Q2 		$2.5M Sell
25,656
-330
-1% -$26.2K 0.04% 440
2025
Q1 		$1.89M Sell
25,986
-4,609
-15% -$363K 0.03% 470
2024
Q4 		$2.21M Buy
30,595
+9,585
+46% +$727K 0.04% 414
2024
Q3 		$1.73M Buy
21,010
+1,250
+6% +$109K 0.03% 463
2024
Q2 		$2.1M Sell
19,760
-940
-5% -$90.2K 0.04% 386
2024
Q1 		$2.01M Sell
20,700
-310
-1% -$27.3K 0.05% 374
2023
Q4 		$1.65M Sell
21,010
-260
-1% -$17.7K 0.04% 395
2023
Q3 		$1.33M Buy
21,270
+1,420
+7% +$93.3K 0.04% 394
2023
Q2 		$1.28M Buy
19,850
+5,320
+37% +$300K 0.04% 388
2023
Q1 		$770K Buy
14,530
+490
+3% +$24K 0.03% 484
2022
Q4 		$590K Sell
14,040
-2,850
-17% -$119K 0.03% 483
2022
Q3 		$618K Buy
16,890
+2,200
+15% +$97.9K 0.04% 439
2022
Q2 		$626K Buy
14,690
+30
+0.2% +$1.43K 0.04% 443
2022
Q1 		$788K Buy
14,660
+1,600
+12% +$93.1K 0.04% 435
2021
Q4 		$939K Buy
13,060
+540
+4% +$33.9K 0.04% 399
2021
Q3 		$712K Sell
12,520
-2,720
-18% -$165K 0.04% 453
2021
Q2 		$992K Buy
15,240
+740
+5% +$46.7K 0.06% 329
2021
Q1 		$863K Buy
14,500
+2,330
+19% +$127K 0.06% 322
2020
Q4 		$590K Buy
12,170
+3,890
+47% +$164K 0.04% 400
2020
Q3 		$275K Buy
+8,280
New +$285K 0.02% 511

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

Kestra Private Wealth Services's LRCX Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its Lam Research (LRCX) stake by 3.6% in Q2 2026, selling an estimated $282K and leaving 24,532 shares worth $10.6M. The position accounts for 0.12% of the portfolio, ranked #188.

Kestra Private Wealth Services first reported a position in LRCX in Q3 2020 and has held it in 24 quarters since. 3,118 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Kestra Private Wealth Services held 24,532 shares of Lam Research worth $10.6M as of Q2 2026.
  • Kestra Private Wealth Services sold 929 Lam Research shares in Q2 2026, an estimated $282K.
  • Lam Research made up 0.12% of Kestra Private Wealth Services's portfolio in Q2 2026, its #188 holding.
  • Kestra Private Wealth Services first reported a position in Lam Research in Q3 2020 and has held it in 24 quarters since.
  • 3,118 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.