Mascoma Wealth Management’s Lam Research LRCX Stock Holding History

Mascoma 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	$1.65M	Sell	3,800 -109	-3%	-$33.1K	0.31%	33
2026 Q1	$835K	Sell	3,909 -295	-7%	-$66K	0.17%	46
2025 Q4	$720K	Buy	4,204 +14	+0.3%	+$2.18K	0.15%	46
2025 Q3	$561K	Hold	4,190	–	–	0.12%	53
2025 Q2	$408K	Hold	4,190	–	–	0.09%	60
2025 Q1	$305K	Hold	4,190	–	–	0.08%	74
2024 Q4	$303K	Hold	4,190	–	–	0.08%	77
2024 Q3	$342K	Hold	4,190	–	–	0.09%	72
2024 Q2	$446K	Hold	4,190	–	–	0.12%	60
2024 Q1	$407K	Hold	4,190	–	–	0.12%	64
2023 Q4	$328K	Hold	4,190	–	–	0.1%	73
2023 Q3	$263K	Buy	4,190 +870	+26%	+$57.2K	0.08%	85
2023 Q2	$231K	Hold	3,320	–	–	0.07%	94
2023 Q1	$174K	Sell	3,320 -60	-2%	-$2.94K	0.05%	129
2022 Q4	$142K	Sell	3,380 -70	-2%	-$2.93K	0.05%	135
2022 Q3	$126K	Sell	3,450 -100	-3%	-$4.45K	0.04%	145
2022 Q2	$151K	Sell	3,550 -150	-4%	-$7.14K	0.05%	131
2022 Q1	$199K	Buy	3,700 +3,040	+461%	+$177K	0.06%	124
2021 Q4	$47K	Buy	660 +250	+61%	+$15.7K	0.02%	227
2021 Q3	$23K	Buy	+410	New	+$24.9K	0.01%	279
2021 Q2	–	Sell	-280	Closed	-$17K	–	309
2021 Q1	$17K	Buy	+280	New	+$15.3K	0.01%	310

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

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

Mascoma Wealth Management reduced its Lam Research (LRCX) stake by 2.8% in Q2 2026, selling an estimated $33.1K and leaving 3,800 shares worth $1.65M. The position accounts for 0.31% of the portfolio, ranked #33.

Mascoma Wealth Management first reported a position in LRCX in Q1 2021 and has held it in 21 quarters since. 3,114 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Mascoma Wealth Management held 3,800 shares of Lam Research worth $1.65M as of Q2 2026.
Mascoma Wealth Management sold 109 Lam Research shares in Q2 2026, an estimated $33.1K.
Lam Research made up 0.31% of Mascoma Wealth Management's portfolio in Q2 2026, its #33 holding.
Mascoma Wealth Management first reported a position in Lam Research in Q1 2021 and has held it in 21 quarters since.
3,114 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

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