Marble Wealth’s Lam Research LRCX Stock Holding History

Marble 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	$1.76M	Sell	4,059 -873	-18%	-$265K	0.27%	65
2026 Q1	$1.05M	Buy	4,932 +245	+5%	+$54.8K	0.18%	84
2025 Q4	$802K	Buy	+4,687	New	+$729K	0.11%	130

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 $3.38T AUM 44.17% 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

Marble Wealth's LRCX Position: Q2 2026 in Review

Marble Wealth reduced its Lam Research (LRCX) stake by 18% in Q2 2026, selling an estimated $265K and leaving 4,059 shares worth $1.76M. The position accounts for 0.27% of the portfolio, ranked #65.

Marble Wealth first reported a position in LRCX in Q4 2025 and has held it in 3 quarters since. 3,146 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Marble Wealth held 4,059 shares of Lam Research worth $1.76M as of Q2 2026.
Marble Wealth sold 873 Lam Research shares in Q2 2026, an estimated $265K.
Lam Research made up 0.27% of Marble Wealth's portfolio in Q2 2026, its #65 holding.
Marble Wealth first reported a position in Lam Research in Q4 2025 and has held it in 3 quarters since.
3,146 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Marble Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.