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Keudell/Morrison Wealth Management’s Lam Research LRCX Stock Holding History

Keudell/Morrison Wealth 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 		$9.07M Hold
20,933
– – 1.71% 14
2026
Q1 		$4.47M Buy
20,933
+180
+0.9% +$40.2K 0.91% 22
2025
Q4 		$3.55M Buy
+20,753
New +$3.23M 0.75% 28
2025
Q2 		$2M Buy
20,525
+45
+0.2% +$3.57K 0.44% 46
2025
Q1 		$1.49M Hold
20,480
– – 0.35% 52
2024
Q4 		$1.48M Sell
20,480
-1,170
-5% -$88.7K 0.39% 51
2024
Q3 		$1.77M Hold
21,650
– – 0.48% 46
2024
Q2 		$2.31M Sell
21,650
-210
-1% -$20.1K 0.67% 31
2024
Q1 		$2.12M Sell
21,860
-60
-0.3% -$5.28K 0.64% 33
2023
Q4 		$1.72M Hold
21,920
– – 0.57% 35
2023
Q3 		$1.37M Hold
21,920
– – 0.42% 46
2023
Q2 		$1.41M Buy
21,920
+1,440
+7% +$81.2K 0.41% 49
2023
Q1 		$1.09M Sell
20,480
-1,280
-6% -$62.8K 0.32% 54
2022
Q4 		$915K Buy
21,760
+2,990
+16% +$125K 0.29% 61
2022
Q3 		$687K Sell
18,770
-1,720
-8% -$76.6K 0.26% 76
2022
Q2 		$873K Sell
20,490
-680
-3% -$32.4K 0.32% 66
2022
Q1 		$1.14M Buy
21,170
+1,070
+5% +$62.3K 0.48% 55
2021
Q4 		$1.45M Buy
20,100
+1,600
+9% +$100K 0.57% 40
2021
Q3 		$1.05M Buy
18,500
+1,500
+9% +$91.2K 0.45% 53
2021
Q2 		$1.11M Buy
17,000
+4,000
+31% +$253K 0.61% 52
2021
Q1 		$774K Buy
13,000
+2,130
+20% +$116K 0.45% 67
2020
Q4 		$513K Hold
10,870
– – 0.33% 89
2020
Q3 		$361K Buy
10,870
+290
+3% +$9.99K 0.23% 103
2020
Q2 		$342K Sell
10,580
-180
-2% -$4.91K 0.28% 101
2020
Q1 		$258K Buy
10,760
+1,250
+13% +$36K 0.25% 113
2019
Q4 		$278K Sell
9,510
-300
-3% -$7.97K 0.19% 120
2019
Q3 		$227K Buy
+9,810
New +$206K 0.19% 129

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

Keudell/Morrison Wealth Management's LRCX Position: Q2 2026 in Review

Keudell/Morrison Wealth Management held its Lam Research (LRCX) position steady in Q2 2026 at 20,933 shares worth $9.07M. The position accounts for 1.71% of the portfolio, ranked #14.

Keudell/Morrison Wealth Management first reported a position in LRCX in Q3 2019 and has held it in 27 quarters since. 3,118 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Keudell/Morrison Wealth Management held 20,933 shares of Lam Research worth $9.07M as of Q2 2026.
  • Keudell/Morrison Wealth Management left its Lam Research share count unchanged in Q2 2026.
  • Lam Research made up 1.71% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #14 holding.
  • Keudell/Morrison Wealth Management first reported a position in Lam Research in Q3 2019 and has held it in 27 quarters since.
  • 3,118 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.