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Mission Wealth Management’s Lam Research LRCX Stock Holding History

Mission 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 		$38.7M Buy
89,293
+59,553
+200% +$18.1M 0.47% 33
2026
Q1 		$6.35M Sell
29,740
-9,402
-24% -$2.1M 0.13% 92
2025
Q4 		$6.7M Sell
39,142
-5,434
-12% -$845K 0.13% 86
2025
Q3 		$5.97M Sell
44,576
-2,828
-6% -$299K 0.12% 98
2025
Q2 		$4.61M Sell
47,404
-5,135
-10% -$407K 0.1% 125
2025
Q1 		$3.82M Buy
52,539
+796
+2% +$62.7K 0.09% 123
2024
Q4 		$3.74M Sell
51,743
-28,497
-36% -$2.16M 0.09% 118
2024
Q3 		$6.55M Buy
80,240
+500
+0.6% +$43.5K 0.16% 78
2024
Q2 		$8.49M Sell
79,740
-1,120
-1% -$107K 0.22% 60
2024
Q1 		$7.86M Buy
80,860
+59,850
+285% +$5.27M 0.21% 73
2023
Q4 		$1.65M Sell
21,010
-2,420
-10% -$165K 0.05% 170
2023
Q3 		$1.47M Sell
23,430
-290
-1% -$19.1K 0.05% 167
2023
Q2 		$1.53M Sell
23,720
-5,930
-20% -$334K 0.06% 166
2023
Q1 		$1.57M Buy
29,650
+1,850
+7% +$90.8K 0.07% 157
2022
Q4 		$1.17M Hold
27,800
– – 0.06% 185
2022
Q3 		$1.02M Buy
27,800
+170
+0.6% +$7.57K 0.05% 181
2022
Q2 		$1.18M Buy
27,630
+130
+0.5% +$6.19K 0.06% 171
2022
Q1 		$1.48M Sell
27,500
-100
-0.4% -$5.82K 0.07% 140
2021
Q4 		$1.99M Sell
27,600
-140
-0.5% -$8.78K 0.09% 116
2021
Q3 		$1.58M Sell
27,740
-7,300
-21% -$444K 0.08% 127
2021
Q2 		$2.28M Buy
35,040
+27,750
+381% +$1.75M 0.12% 90
2021
Q1 		$434K Sell
7,290
-220
-3% -$12K 0.03% 283
2020
Q4 		$355K Buy
7,510
+280
+4% +$11.8K 0.02% 312
2020
Q3 		$240K Sell
7,230
-800
-10% -$27.6K 0.02% 316
2020
Q2 		$260K Buy
+8,030
New +$219K 0.02% 273

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

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

Mission Wealth Management increased its Lam Research (LRCX) stake by 200% in Q2 2026, buying an estimated $18.1M and bringing the position to 89,293 shares worth $38.7M. The position accounts for 0.47% of the portfolio, ranked #33.

Mission Wealth Management first reported a position in LRCX in Q2 2020 and has held it in 25 quarters since. 3,118 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Mission Wealth Management held 89,293 shares of Lam Research worth $38.7M as of Q2 2026.
  • Mission Wealth Management bought 59,553 Lam Research shares in Q2 2026, an estimated $18.1M.
  • Lam Research made up 0.47% of Mission Wealth Management's portfolio in Q2 2026, its #33 holding.
  • Mission Wealth Management first reported a position in Lam Research in Q2 2020 and has held it in 25 quarters since.
  • 3,118 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.