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Midwest Financial Group’s Lam Research LRCX Stock Holding History

Midwest Financial 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 		$275K Sell
635
-2,141
-77% -$650K 0.1% 119
2026
Q1 		$593K Sell
2,776
-3,900
-58% -$872K 0.25% 74
2025
Q4 		$1.14M Hold
6,676
– – 0.5% 48
2025
Q3 		$894K Hold
6,676
– – 0.43% 53
2025
Q2 		$650K Buy
6,676
+1
+0% +$79 0.34% 59
2025
Q1 		$485K Sell
6,675
-300
-4% -$23.6K 0.28% 64
2024
Q4 		$504K Buy
+6,975
New +$529K 0.29% 67

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

Midwest Financial Group's LRCX Position: Q2 2026 in Review

Midwest Financial Group reduced its Lam Research (LRCX) stake by 77% in Q2 2026, selling an estimated $650K and leaving 635 shares worth $275K. The position accounts for 0.1% of the portfolio, ranked #119.

Midwest Financial Group first reported a position in LRCX in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.14M in Q4 2025. 3,130 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Midwest Financial Group held 635 shares of Lam Research worth $275K as of Q2 2026.
  • Midwest Financial Group sold 2,141 Lam Research shares in Q2 2026, an estimated $650K.
  • Lam Research made up 0.1% of Midwest Financial Group's portfolio in Q2 2026, its #119 holding.
  • Midwest Financial Group first reported a position in Lam Research in Q4 2024 and has held it in 7 quarters since.
  • Midwest Financial Group's Lam Research position peaked at $1.14M in Q4 2025.
  • 3,130 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Midwest Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.