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Medallion Wealth Advisors’s Lam Research LRCX Stock Holding History

Medallion 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 		$14.6K Sell
46
-2,345
-98% -$712K ﹤0.01% 680
2026
Q1 		$511K Sell
2,391
-11
-0.5% -$2.46K 0.17% 126
2025
Q4 		$411K Buy
2,402
+2,250
+1,480% +$350K 0.14% 148
2025
Q3 		$20.4K Sell
152
-13
-8% -$1.38K 0.01% 633
2025
Q2 		$16K Buy
165
+35
+27% +$2.78K 0.01% 662
2025
Q1 		$9.47K Hold
130
– – ﹤0.01% 692
2024
Q4 		$9.39K Buy
+130
New +$9.86K ﹤0.01% 674

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

Medallion Wealth Advisors's LRCX Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its Lam Research (LRCX) stake by 98% in Q2 2026, selling an estimated $712K and leaving 46 shares worth $14.6K. The position accounts for ﹤0.01% of the portfolio, ranked #680.

Medallion Wealth Advisors first reported a position in LRCX in Q4 2024 and has held it in 7 quarters since. The position peaked at $511K in Q1 2026. 3,138 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Medallion Wealth Advisors held 46 shares of Lam Research worth $14.6K as of Q2 2026.
  • Medallion Wealth Advisors sold 2,345 Lam Research shares in Q2 2026, an estimated $712K.
  • Lam Research made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #680 holding.
  • Medallion Wealth Advisors first reported a position in Lam Research in Q4 2024 and has held it in 7 quarters since.
  • Medallion Wealth Advisors's Lam Research position peaked at $511K in Q1 2026.
  • 3,138 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.