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Lodestone Wealth Management’s Lam Research LRCX Stock Holding History

Lodestone 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 		$1.46M Sell
3,358
-553
-14% -$168K 0.51% 59
2026
Q1 		$836K Sell
3,911
-111
-3% -$24.8K 0.33% 74
2025
Q4 		$688K Sell
4,022
-122
-3% -$19K 0.28% 81
2025
Q3 		$555K Sell
4,144
-38
-0.9% -$4.02K 0.25% 93
2025
Q2 		$407K Buy
4,182
+929
+29% +$73.7K 0.2% 109
2025
Q1 		$236K Buy
+3,253
New +$256K 0.13% 140

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

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

Lodestone Wealth Management reduced its Lam Research (LRCX) stake by 14% in Q2 2026, selling an estimated $168K and leaving 3,358 shares worth $1.46M. The position accounts for 0.51% of the portfolio, ranked #59.

Lodestone Wealth Management first reported a position in LRCX in Q1 2025 and has held it in 6 quarters since. 3,114 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Lodestone Wealth Management held 3,358 shares of Lam Research worth $1.46M as of Q2 2026.
  • Lodestone Wealth Management sold 553 Lam Research shares in Q2 2026, an estimated $168K.
  • Lam Research made up 0.51% of Lodestone Wealth Management's portfolio in Q2 2026, its #59 holding.
  • Lodestone Wealth Management first reported a position in Lam Research in Q1 2025 and has held it in 6 quarters since.
  • 3,114 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.