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MBL Wealth’s Lam Research LRCX Stock Holding History

MBL 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 		$2.21M Buy
5,092
+345
+7% +$105K 0.15% 83
2026
Q1 		$1.01M Sell
4,747
-102
-2% -$22.8K 0.08% 121
2025
Q4 		$830K Buy
4,849
+3,274
+208% +$509K 0.07% 139
2025
Q3 		$211K Buy
+1,575
New +$167K 0.02% 238
2024
Q3 		– Sell
-1,940
Closed -$207K – 215
2024
Q2 		$207K Buy
+1,940
New +$186K 0.02% 194

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

MBL Wealth's LRCX Position: Q2 2026 in Review

MBL Wealth increased its Lam Research (LRCX) stake by 7.3% in Q2 2026, buying an estimated $105K and bringing the position to 5,092 shares worth $2.21M. The position accounts for 0.15% of the portfolio, ranked #83.

MBL Wealth first reported a position in LRCX in Q2 2024 and has held it in 5 quarters since. 3,114 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • MBL Wealth held 5,092 shares of Lam Research worth $2.21M as of Q2 2026.
  • MBL Wealth bought 345 Lam Research shares in Q2 2026, an estimated $105K.
  • Lam Research made up 0.15% of MBL Wealth's portfolio in Q2 2026, its #83 holding.
  • MBL Wealth first reported a position in Lam Research in Q2 2024 and has held it in 5 quarters since.
  • 3,114 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.