MWM
LRCX icon

Meridian Wealth Management’s Lam Research LRCX Stock Holding History

Meridian 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 		$8.7M Buy
20,080
+3,725
+23% +$1.13M 0.27% 76
2026
Q1 		$3.49M Buy
16,355
+294
+2% +$65.7K 0.12% 159
2025
Q4 		$2.75M Buy
16,061
+3,651
+29% +$568K 0.1% 183
2025
Q3 		$1.66M Buy
12,410
+1,551
+14% +$164K 0.06% 249
2025
Q2 		$1.06M Buy
10,859
+1,127
+12% +$89.4K 0.05% 301
2025
Q1 		$707K Buy
9,732
+130
+1% +$10.2K 0.03% 349
2024
Q4 		$694K Buy
9,602
+72
+0.8% +$5.46K 0.03% 352
2024
Q3 		$778K Buy
+9,530
New +$829K 0.04% 328
2024
Q2 		– Sell
-9,070
Closed -$881K – 445
2024
Q1 		$881K Buy
9,070
+170
+2% +$15K 0.15% 100
2023
Q4 		$697K Sell
8,900
-7,300
-45% -$498K 0.04% 318
2023
Q3 		$1.02M Buy
16,200
+7,820
+93% +$514K 0.06% 231
2023
Q2 		$539K Sell
8,380
-300
-3% -$16.9K 0.05% 309
2023
Q1 		$460K Sell
8,680
-300
-3% -$14.7K 0.04% 334
2022
Q4 		$378K Buy
8,980
+750
+9% +$31.4K 0.04% 361
2022
Q3 		$301K Sell
8,230
-1,720
-17% -$76.6K 0.03% 366
2022
Q2 		$424K Buy
9,950
+270
+3% +$12.9K 0.03% 383
2022
Q1 		$520K Buy
9,680
+2,280
+31% +$133K 0.06% 237
2021
Q4 		$533K Buy
7,400
+1,920
+35% +$120K 0.06% 236
2021
Q3 		$312K Sell
5,480
-2,930
-35% -$178K 0.04% 297
2021
Q2 		$547K Buy
8,410
+3,200
+61% +$202K 0.07% 211
2021
Q1 		$310K Buy
+5,210
New +$284K 0.05% 276
2019
Q3 		– Sell
-3,250
Closed -$61.1K – 362
2019
Q2 		$61.1K Buy
+3,250
New +$61.7K 0.02% 343
2018
Q3 		– Sell
-20,600
Closed -$356K – 185
2018
Q2 		$356K Hold
20,600
– – 0.17% 121
2018
Q1 		$419K Buy
20,600
+3,450
+20% +$68.3K 0.21% 99
2017
Q4 		$317K Hold
17,150
– – 0.2% 118
2017
Q3 		$317K Buy
+17,150
New +$278K 0.2% 116

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

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

Meridian Wealth Management increased its Lam Research (LRCX) stake by 23% in Q2 2026, buying an estimated $1.13M and bringing the position to 20,080 shares worth $8.7M. The position accounts for 0.27% of the portfolio, ranked #76.

Meridian Wealth Management first reported a position in LRCX in Q3 2017 and has held it in 26 quarters since. 3,118 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Meridian Wealth Management held 20,080 shares of Lam Research worth $8.7M as of Q2 2026.
  • Meridian Wealth Management bought 3,725 Lam Research shares in Q2 2026, an estimated $1.13M.
  • Lam Research made up 0.27% of Meridian Wealth Management's portfolio in Q2 2026, its #76 holding.
  • Meridian Wealth Management first reported a position in Lam Research in Q3 2017 and has held it in 26 quarters since.
  • 3,118 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.