LWA
LRCX icon

Lineweaver Wealth Advisors’s Lam Research LRCX Stock Holding History

Lineweaver 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 		$1.12M Buy
2,591
+594
+30% +$180K 0.13% 115
2026
Q1 		$427K Sell
1,997
-22
-1% -$4.92K 0.06% 142
2025
Q4 		$346K Buy
2,019
+16
+0.8% +$2.49K 0.05% 153
2025
Q3 		$268K Buy
+2,003
New +$212K 0.04% 151
2024
Q3 		– Sell
-2,010
Closed -$214K – 129
2024
Q2 		$214K Buy
+2,010
New +$193K 0.04% 120

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

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

Lineweaver Wealth Advisors increased its Lam Research (LRCX) stake by 30% in Q2 2026, buying an estimated $180K and bringing the position to 2,591 shares worth $1.12M. The position accounts for 0.13% of the portfolio, ranked #115.

Lineweaver Wealth Advisors first reported a position in LRCX in Q2 2024 and has held it in 5 quarters since. 3,114 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Lineweaver Wealth Advisors held 2,591 shares of Lam Research worth $1.12M as of Q2 2026.
  • Lineweaver Wealth Advisors bought 594 Lam Research shares in Q2 2026, an estimated $180K.
  • Lam Research made up 0.13% of Lineweaver Wealth Advisors's portfolio in Q2 2026, its #115 holding.
  • Lineweaver Wealth Advisors first reported a position in Lam Research in Q2 2024 and has held it in 5 quarters since.
  • 3,114 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Lineweaver Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.