Lifeworks Advisors’s Lam Research LRCX Stock Holding History

Lifeworks 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	$218K	Buy	+504	New	+$153K	0.02%	316
2025 Q2	–	Sell	-6,372	Closed	-$463K	–	324
2025 Q1	$463K	Sell	6,372 -18,035	-74%	-$1.42M	0.08%	187
2024 Q4	$1.76M	Buy	24,407 +6,027	+33%	+$457K	0.32%	85
2024 Q3	$1.5M	Buy	18,380 +3,500	+24%	+$304K	0.29%	94
2024 Q2	$1.58M	Sell	14,880 -270	-2%	-$25.9K	0.44%	67
2024 Q1	$1.47M	Buy	15,150 +1,750	+13%	+$154K	0.41%	71
2023 Q4	$1.05M	Buy	+13,400	New	+$913K	0.36%	81
2022 Q3	–	Sell	-17,660	Closed	-$753K	–	148
2022 Q2	$753K	Buy	17,660 +3,750	+27%	+$179K	0.48%	73
2022 Q1	$748K	Buy	13,910 +6,620	+91%	+$385K	0.49%	73
2021 Q4	$524K	Buy	+7,290	New	+$457K	0.42%	72

Other funds holding LRCX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lifeworks Advisors's LRCX Position: Q2 2026 in Review

Lifeworks Advisors opened a new position in Lam Research (LRCX) in Q2 2026: 504 shares worth $218K. The stake represents 0.02% of the portfolio and ranks #316 among its holdings. This is a return to the name: Lifeworks Advisors previously reported a position in LRCX as recently as Q1 2025.

Lifeworks Advisors first reported a position in LRCX in Q4 2021 and has held it in 10 quarters since. The position peaked at $1.76M in Q4 2024. 3,135 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Lifeworks Advisors held 504 shares of Lam Research worth $218K as of Q2 2026.
Lam Research was a new Lifeworks Advisors position in Q2 2026.
Lam Research made up 0.02% of Lifeworks Advisors's portfolio in Q2 2026, its #316 holding.
Lifeworks Advisors first reported a position in Lam Research in Q4 2021 and has held it in 10 quarters since.
Lifeworks Advisors's Lam Research position peaked at $1.76M in Q4 2024.
3,135 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Lifeworks Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.