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Keyvantage Wealth’s Lam Research LRCX Stock Holding History

Keyvantage Wealth’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 		$2.7M Buy
6,225
+373
+6% +$113K 1.02% 20
2026
Q1 		$1.25M Buy
5,852
+289
+5% +$64.6K 0.55% 29
2025
Q4 		$952K Buy
5,563
+37
+0.7% +$5.75K 0.41% 38
2025
Q3 		$740K Sell
5,526
-435
-7% -$46.1K 0.31% 45
2025
Q2 		$580K Sell
5,961
-589
-9% -$46.7K 0.26% 54
2025
Q1 		$476K Sell
6,550
-414
-6% -$32.6K 0.23% 60
2024
Q4 		$503K Buy
+6,964
New +$528K 0.36% 51

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

Keyvantage Wealth's LRCX Position: Q2 2026 in Review

Keyvantage Wealth increased its Lam Research (LRCX) stake by 6.4% in Q2 2026, buying an estimated $113K and bringing the position to 6,225 shares worth $2.7M. The position accounts for 1.02% of the portfolio, ranked #20.

Keyvantage Wealth first reported a position in LRCX in Q4 2024 and has held it in 7 quarters since. 3,130 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Keyvantage Wealth held 6,225 shares of Lam Research worth $2.7M as of Q2 2026.
  • Keyvantage Wealth bought 373 Lam Research shares in Q2 2026, an estimated $113K.
  • Lam Research made up 1.02% of Keyvantage Wealth's portfolio in Q2 2026, its #20 holding.
  • Keyvantage Wealth first reported a position in Lam Research in Q4 2024 and has held it in 7 quarters since.
  • 3,130 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Keyvantage Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.