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Key Financial Inc’s Lam Research LRCX Stock Holding History

Key Financial Inc’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 		$373K Sell
860
-151
-15% -$45.8K 0.06% 221
2026
Q1 		$216K Buy
1,011
+151
+18% +$33.8K 0.04% 281
2025
Q4 		$147K Buy
860
+400
+87% +$62.2K 0.03% 338
2025
Q3 		$65.7K Hold
460
– – 0.01% 466
2025
Q2 		$44.8K Buy
+460
New +$36.5K 0.01% 520
2024
Q4 		– Sell
-460
Closed -$37.5K – 1394
2024
Q3 		$37.5K Buy
460
+40
+10% +$3.48K 0.01% 530
2024
Q2 		$44.7K Hold
420
– – 0.01% 486
2024
Q1 		$40.8K Hold
420
– – 0.01% 469
2023
Q4 		$32.9K Hold
420
– – 0.01% 496
2023
Q3 		$26.3K Hold
420
– – 0.01% 514
2023
Q2 		$27K Buy
420
+90
+27% +$5.07K 0.01% 516
2023
Q1 		$17.5K Sell
330
-740
-69% -$36.3K 0.01% 572
2022
Q4 		$39.2K Hold
1,070
– – 0.02% 394
2022
Q3 		$39K Hold
1,070
– – 0.02% 399
2022
Q2 		$42K Hold
1,070
– – 0.02% 392
2022
Q1 		$58K Buy
1,070
+740
+224% +$43.1K 0.03% 341
2021
Q4 		$24K Hold
330
– – 0.01% 458
2021
Q3 		$19K Hold
330
– – 0.01% 480
2021
Q2 		$21K Buy
+330
New +$20.8K 0.01% 461

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

Key Financial Inc's LRCX Position: Q2 2026 in Review

Key Financial Inc reduced its Lam Research (LRCX) stake by 15% in Q2 2026, selling an estimated $45.8K and leaving 860 shares worth $373K. The position accounts for 0.06% of the portfolio, ranked #221.

Key Financial Inc first reported a position in LRCX in Q2 2021 and has held it in 19 quarters since. 3,137 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Key Financial Inc held 860 shares of Lam Research worth $373K as of Q2 2026.
  • Key Financial Inc sold 151 Lam Research shares in Q2 2026, an estimated $45.8K.
  • Lam Research made up 0.06% of Key Financial Inc's portfolio in Q2 2026, its #221 holding.
  • Key Financial Inc first reported a position in Lam Research in Q2 2021 and has held it in 19 quarters since.
  • 3,137 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.