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Kingswood Wealth Advisors’s Lam Research LRCX Stock Holding History

Kingswood Wealth Advisors’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 		$2.84M Buy
6,558
+1,242
+23% +$377K 0.11% 197
2026
Q1 		$1.14M Buy
5,316
+7
+0.1% +$1.56K 0.05% 352
2025
Q4 		$909K Buy
5,309
+1,001
+23% +$156K 0.04% 373
2025
Q3 		$577K Buy
4,308
+112
+3% +$11.9K 0.03% 446
2025
Q2 		$408K Sell
4,196
-237
-5% -$18.8K 0.03% 474
2025
Q1 		$322K Sell
4,433
-734
-14% -$57.8K 0.03% 518
2024
Q4 		$373K Sell
5,167
-3,733
-42% -$283K 0.03% 531
2024
Q3 		$726K Buy
8,900
+1,100
+14% +$95.6K 0.05% 359
2024
Q2 		$831K Buy
7,800
+240
+3% +$23K 0.07% 270
2024
Q1 		$735K Buy
7,560
+410
+6% +$36.1K 0.08% 264
2023
Q4 		$560K Buy
7,150
+3,120
+77% +$213K 0.06% 317
2023
Q3 		$253K Buy
+4,030
New +$265K 0.04% 351

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

Kingswood Wealth Advisors's LRCX Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its Lam Research (LRCX) stake by 23% in Q2 2026, buying an estimated $377K and bringing the position to 6,558 shares worth $2.84M. The position accounts for 0.11% of the portfolio, ranked #197.

Kingswood Wealth Advisors first reported a position in LRCX in Q3 2023 and has held it in 12 quarters since. 3,114 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Kingswood Wealth Advisors held 6,558 shares of Lam Research worth $2.84M as of Q2 2026.
  • Kingswood Wealth Advisors bought 1,242 Lam Research shares in Q2 2026, an estimated $377K.
  • Lam Research made up 0.11% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #197 holding.
  • Kingswood Wealth Advisors first reported a position in Lam Research in Q3 2023 and has held it in 12 quarters since.
  • 3,114 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.