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Marshall & Sterling Wealth Advisors’s Lam Research LRCX Stock Holding History

Marshall & Sterling Wealth Advisors’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 		– Sell
-11
Closed -$2.35K – 347
2026
Q1 		$2.35K Buy
+11
New +$2.46K ﹤0.01% 287
2025
Q4 		– Sell
-87
Closed -$11.6K – 507
2025
Q3 		$11.6K Sell
87
-21
-19% -$2.22K 0.01% 319
2025
Q2 		$10.5K Hold
108
– – 0.01% 318
2025
Q1 		$7.85K Buy
+108
New +$8.51K 0.01% 369

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

Marshall & Sterling Wealth Advisors's LRCX Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors sold out of Lam Research (LRCX) in Q2 2026, closing a stake of 11 shares — an estimated $2.35K sold.

Marshall & Sterling Wealth Advisors first reported a position in LRCX in Q1 2025 and held it in 4 quarters. The position peaked at $11.6K in Q3 2025. 3,138 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Marshall & Sterling Wealth Advisors reported no remaining Lam Research position as of Q2 2026 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 11 Lam Research shares in Q2 2026, an estimated $2.35K.
  • Marshall & Sterling Wealth Advisors first reported a position in Lam Research in Q1 2025 and held it in 4 quarters.
  • Marshall & Sterling Wealth Advisors's Lam Research position peaked at $11.6K in Q3 2025.
  • 3,138 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.