LOPW
LRCX icon

Live Oak Private Wealth’s Lam Research LRCX Stock Holding History

Live Oak Private 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 		$542K Sell
1,250
-85
-6% -$25.8K 0.07% 141
2026
Q1 		$285K Buy
1,335
+28
+2% +$6.26K 0.04% 173
2025
Q4 		$224K Buy
+1,307
New +$203K 0.03% 185

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

Live Oak Private Wealth's LRCX Position: Q2 2026 in Review

Live Oak Private Wealth reduced its Lam Research (LRCX) stake by 6.4% in Q2 2026, selling an estimated $25.8K and leaving 1,250 shares worth $542K. The position accounts for 0.07% of the portfolio, ranked #141.

Live Oak Private Wealth first reported a position in LRCX in Q4 2025 and has held it in 3 quarters since. 3,129 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Live Oak Private Wealth held 1,250 shares of Lam Research worth $542K as of Q2 2026.
  • Live Oak Private Wealth sold 85 Lam Research shares in Q2 2026, an estimated $25.8K.
  • Lam Research made up 0.07% of Live Oak Private Wealth's portfolio in Q2 2026, its #141 holding.
  • Live Oak Private Wealth first reported a position in Lam Research in Q4 2025 and has held it in 3 quarters since.
  • 3,129 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Live Oak Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.