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Moneta Group Investment Advisors’s Lam Research LRCX Stock Holding History

Moneta Group Investment Advisors’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 		$117M Sell
269,381
-13,616
-5% -$4.13M 0.86% 28
2026
Q1 		$60.5M Sell
282,997
-14,358
-5% -$3.21M 0.46% 35
2025
Q4 		$50.9M Sell
297,355
-17,048
-5% -$2.65M 0.39% 42
2025
Q3 		$42.1M Buy
314,403
+47,782
+18% +$5.06M 0.33% 43
2025
Q2 		$26M Sell
266,621
-2,273
-0.8% -$180K 0.31% 55
2025
Q1 		$19.5M Sell
268,894
-3,381
-1% -$266K 0.27% 59
2024
Q4 		$19.7M Sell
272,275
-1,835,195
-87% -$139M 0.28% 60
2024
Q3 		$17.2M Buy
2,107,470
+1,889,730
+868% +$164M 0.25% 60
2024
Q2 		$23.2M Sell
217,740
-2,080
-0.9% -$199K 0.37% 49
2024
Q1 		$21.4M Sell
219,820
-21,680
-9% -$1.91M 0.35% 51
2023
Q4 		$18.9M Sell
241,500
-11,840
-5% -$807K 0.37% 50
2023
Q3 		$15.9M Sell
253,340
-12,360
-5% -$812K 0.36% 48
2023
Q2 		$17.1M Sell
265,700
-2,530
-0.9% -$143K 0.38% 48
2023
Q1 		$14.2M Buy
268,230
+40,980
+18% +$2.01M 0.34% 51
2022
Q4 		$11.4M Sell
227,250
-52,610
-19% -$2.2M 0.31% 57
2022
Q3 		$10.2M Sell
279,860
-93,600
-25% -$4.17M 0.39% 54
2022
Q2 		$15.9M Buy
+373,460
New +$17.8M 0.54% 47
2022
Q1 		– Sell
-79,200
Closed -$5.7M – 470
2021
Q4 		$5.7M Buy
79,200
+68,290
+626% +$4.28M 0.23% 74
2021
Q3 		$621K Buy
+10,910
New +$664K 0.03% 253
2018
Q2 		– Sell
-50
Closed -$1K – 539
2018
Q1 		$1K Buy
+50
New +$990 ﹤0.01% 575

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

Moneta Group Investment Advisors's LRCX Position: Q2 2026 in Review

Moneta Group Investment Advisors reduced its Lam Research (LRCX) stake by 4.8% in Q2 2026, selling an estimated $4.13M and leaving 269,381 shares worth $117M. The position accounts for 0.86% of the portfolio, ranked #28.

Moneta Group Investment Advisors first reported a position in LRCX in Q1 2018 and has held it in 20 quarters since. 3,135 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Moneta Group Investment Advisors held 269,381 shares of Lam Research worth $117M as of Q2 2026.
  • Moneta Group Investment Advisors sold 13,616 Lam Research shares in Q2 2026, an estimated $4.13M.
  • Lam Research made up 0.86% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #28 holding.
  • Moneta Group Investment Advisors first reported a position in Lam Research in Q1 2018 and has held it in 20 quarters since.
  • 3,135 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.