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Maridea Wealth Management’s Lam Research LRCX Stock Holding History

Maridea 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 		$1.39M Sell
3,209
-74
-2% -$22.5K 0.15% 158
2026
Q1 		$702K Sell
3,283
-976
-23% -$218K 0.1% 204
2025
Q4 		$729K Sell
4,259
-2,398
-36% -$373K 0.11% 187
2025
Q3 		$959K Sell
6,657
-23,737
-78% -$2.51M 0.15% 145
2025
Q2 		$2.96M Buy
30,394
+23,101
+317% +$1.83M 0.77% 29
2025
Q1 		$530K Buy
7,293
+1,780
+32% +$140K 0.17% 115
2024
Q4 		$398K Buy
+5,513
New +$418K 0.13% 145

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

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

Maridea Wealth Management reduced its Lam Research (LRCX) stake by 2.3% in Q2 2026, selling an estimated $22.5K and leaving 3,209 shares worth $1.39M. The position accounts for 0.15% of the portfolio, ranked #158.

Maridea Wealth Management first reported a position in LRCX in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.96M in Q2 2025. 3,140 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Maridea Wealth Management held 3,209 shares of Lam Research worth $1.39M as of Q2 2026.
  • Maridea Wealth Management sold 74 Lam Research shares in Q2 2026, an estimated $22.5K.
  • Lam Research made up 0.15% of Maridea Wealth Management's portfolio in Q2 2026, its #158 holding.
  • Maridea Wealth Management first reported a position in Lam Research in Q4 2024 and has held it in 7 quarters since.
  • Maridea Wealth Management's Lam Research position peaked at $2.96M in Q2 2025.
  • 3,140 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Maridea Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.