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Modera Wealth Management’s Lam Research LRCX Stock Holding History

Modera 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 		$25.8M Sell
59,586
-10,425
-15% -$3.16M 0.28% 70
2026
Q1 		$15M Sell
70,011
-7,164
-9% -$1.6M 0.18% 95
2025
Q4 		$13.2M Sell
77,175
-2,450
-3% -$381K 0.15% 105
2025
Q3 		$10.7M Sell
79,625
-3,737
-4% -$396K 0.12% 122
2025
Q2 		$8.11M Sell
83,362
-696
-0.8% -$55.2K 0.1% 141
2025
Q1 		$6.11M Sell
84,058
-3,120
-4% -$246K 0.08% 158
2024
Q4 		$6.3M Buy
87,178
+308
+0.4% +$23.4K 0.08% 159
2024
Q3 		$7.09M Sell
86,870
-7,440
-8% -$647K 0.09% 136
2024
Q2 		$10M Sell
94,310
-3,480
-4% -$334K 0.15% 114
2024
Q1 		$9.5M Sell
97,790
-12,190
-11% -$1.07M 0.14% 119
2023
Q4 		$8.61M Sell
109,980
-18,060
-14% -$1.23M 0.14% 120
2023
Q3 		$8.03M Sell
128,040
-20,180
-14% -$1.33M 0.15% 115
2023
Q2 		$9.53M Buy
+148,220
New +$8.35M 0.17% 110
2022
Q1 		– Sell
-9,810
Closed -$706K – 496
2021
Q4 		$706K Buy
+9,810
New +$615K 0.03% 217

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

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

Modera Wealth Management reduced its Lam Research (LRCX) stake by 15% in Q2 2026, selling an estimated $3.16M and leaving 59,586 shares worth $25.8M. The position accounts for 0.28% of the portfolio, ranked #70.

Modera Wealth Management first reported a position in LRCX in Q4 2021 and has held it in 14 quarters since. 3,130 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Modera Wealth Management held 59,586 shares of Lam Research worth $25.8M as of Q2 2026.
  • Modera Wealth Management sold 10,425 Lam Research shares in Q2 2026, an estimated $3.16M.
  • Lam Research made up 0.28% of Modera Wealth Management's portfolio in Q2 2026, its #70 holding.
  • Modera Wealth Management first reported a position in Lam Research in Q4 2021 and has held it in 14 quarters since.
  • 3,130 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.