LJI Wealth Management’s Lam Research LRCX Stock Holding History

LJI Wealth Management’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	$2.1M	Sell	4,856 -1,905	-28%	-$578K	0.29%	33
2026 Q1	$1.44M	Hold	6,761	–	–	0.23%	45
2025 Q4	$1.16M	Buy	6,761 +527	+8%	+$82K	0.18%	61
2025 Q3	$835K	Sell	6,234 -115	-2%	-$12.2K	0.15%	58
2025 Q2	$618K	Sell	6,349 -297	-4%	-$23.6K	0.11%	76
2025 Q1	$483K	Buy	6,646 +1	+0%	+$79	0.1%	87
2024 Q4	$480K	Buy	6,645 +315	+5%	+$23.9K	0.09%	91
2024 Q3	$517K	Hold	6,330	–	–	0.11%	101
2024 Q2	$674K	Hold	6,330	–	–	0.15%	71
2024 Q1	$615K	Buy	6,330 +10	+0.2%	+$880	0.16%	67
2023 Q4	$495K	Sell	6,320 -30	-0.5%	-$2.04K	0.13%	89
2023 Q3	$398K	Sell	6,350 -20	-0.3%	-$1.31K	0.11%	94
2023 Q2	$410K	Hold	6,370	–	–	0.12%	90
2023 Q1	$338K	Hold	6,370	–	–	0.11%	100
2022 Q4	$268K	Buy	+6,370	New	+$266K	0.09%	109

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

LJI Wealth Management's LRCX Position: Q2 2026 in Review

LJI Wealth Management reduced its Lam Research (LRCX) stake by 28% in Q2 2026, selling an estimated $578K and leaving 4,856 shares worth $2.1M. The position accounts for 0.29% of the portfolio, ranked #33.

LJI Wealth Management first reported a position in LRCX in Q4 2022 and has held it in 15 quarters since. 3,123 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

LJI Wealth Management held 4,856 shares of Lam Research worth $2.1M as of Q2 2026.
LJI Wealth Management sold 1,905 Lam Research shares in Q2 2026, an estimated $578K.
Lam Research made up 0.29% of LJI Wealth Management's portfolio in Q2 2026, its #33 holding.
LJI Wealth Management first reported a position in Lam Research in Q4 2022 and has held it in 15 quarters since.
3,123 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on LJI Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.