McCarter Private Wealth Services’s Lam Research LRCX Stock Holding History

McCarter Private Wealth Services’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	$1.36M	Buy	3,150 +650	+26%	+$197K	0.47%	61
2026 Q1	$534K	Hold	2,500	–	–	0.23%	93
2025 Q4	$428K	Hold	2,500	–	–	0.19%	102
2025 Q3	$335K	Hold	2,500	–	–	0.17%	101
2025 Q2	$243K	Buy	+2,500	New	+$198K	0.14%	106
2024 Q4	–	Sell	-2,500	Closed	-$204K	–	106
2024 Q3	$204K	Buy	+2,500	New	+$217K	0.13%	100

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

McCarter Private Wealth Services's LRCX Position: Q2 2026 in Review

McCarter Private Wealth Services increased its Lam Research (LRCX) stake by 26% in Q2 2026, buying an estimated $197K and bringing the position to 3,150 shares worth $1.36M. The position accounts for 0.47% of the portfolio, ranked #61.

McCarter Private Wealth Services first reported a position in LRCX in Q3 2024 and has held it in 6 quarters since. 3,118 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

McCarter Private Wealth Services held 3,150 shares of Lam Research worth $1.36M as of Q2 2026.
McCarter Private Wealth Services bought 650 Lam Research shares in Q2 2026, an estimated $197K.
Lam Research made up 0.47% of McCarter Private Wealth Services's portfolio in Q2 2026, its #61 holding.
McCarter Private Wealth Services first reported a position in Lam Research in Q3 2024 and has held it in 6 quarters since.
3,118 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on McCarter Private Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.