MWM
LRCX icon

Modern Wealth Management’s Lam Research LRCX Stock Holding History

Modern 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 		$2.87M Buy
6,624
+1,608
+32% +$488K 0.03% 337
2026
Q1 		$1.11M Buy
5,016
+734
+17% +$164K 0.02% 399
2025
Q4 		$733K Buy
4,282
+79
+2% +$12.3K 0.01% 465
2025
Q3 		$563K Buy
4,203
+312
+8% +$33K 0.01% 484
2025
Q2 		$379K Buy
+3,891
New +$309K 0.01% 548

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 $3.38T AUM 44.17% 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

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

Modern Wealth Management increased its Lam Research (LRCX) stake by 32% in Q2 2026, buying an estimated $488K and bringing the position to 6,624 shares worth $2.87M. The position accounts for 0.03% of the portfolio, ranked #337.

Modern Wealth Management first reported a position in LRCX in Q2 2025 and has held it in 5 quarters since. 3,146 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Modern Wealth Management held 6,624 shares of Lam Research worth $2.87M as of Q2 2026.
  • Modern Wealth Management bought 1,608 Lam Research shares in Q2 2026, an estimated $488K.
  • Lam Research made up 0.03% of Modern Wealth Management's portfolio in Q2 2026, its #337 holding.
  • Modern Wealth Management first reported a position in Lam Research in Q2 2025 and has held it in 5 quarters since.
  • 3,146 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

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