Measured Wealth Private Client Group’s Lam Research LRCX Stock Holding History

Measured Wealth Private Client Group’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	$52.4K	Sell	121 -20	-14%	-$6.07K	0.01%	324
2026 Q1	$30.1K	Sell	141 -76	-35%	-$17K	0.01%	378
2025 Q4	$37.1K	Sell	217 -81	-27%	-$12.6K	0.01%	352
2025 Q3	$39.9K	Buy	+298	New	+$31.6K	0.01%	334
2018 Q4	–	Sell	-2,500	Closed	-$38K	–	436
2018 Q3	$38K	Buy	+2,500	New	+$42.7K	0.02%	411

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

Measured Wealth Private Client Group's LRCX Position: Q2 2026 in Review

Measured Wealth Private Client Group reduced its Lam Research (LRCX) stake by 14% in Q2 2026, selling an estimated $6.07K and leaving 121 shares worth $52.4K. The position accounts for 0.01% of the portfolio, ranked #324.

Measured Wealth Private Client Group first reported a position in LRCX in Q3 2018 and has held it in 5 quarters since. 3,118 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Measured Wealth Private Client Group held 121 shares of Lam Research worth $52.4K as of Q2 2026.
Measured Wealth Private Client Group sold 20 Lam Research shares in Q2 2026, an estimated $6.07K.
Lam Research made up 0.01% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #324 holding.
Measured Wealth Private Client Group first reported a position in Lam Research in Q3 2018 and has held it in 5 quarters since.
3,118 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.