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Montz Harcus Wealth Management’s Lam Research LRCX Stock Holding History

Montz Harcus 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 		$407K Sell
939
-4
-0.4% -$1.21K 0.14% 61
2026
Q1 		$202K Buy
+943
New +$211K 0.08% 91

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

Montz Harcus Wealth Management's LRCX Position: Q2 2026 in Review

Montz Harcus Wealth Management reduced its Lam Research (LRCX) stake by 0.42% in Q2 2026, selling an estimated $1.21K and leaving 939 shares worth $407K. The position accounts for 0.14% of the portfolio, ranked #61.

Montz Harcus Wealth Management first reported a position in LRCX in Q1 2026 and has held it in 2 quarters since. 3,118 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Montz Harcus Wealth Management held 939 shares of Lam Research worth $407K as of Q2 2026.
  • Montz Harcus Wealth Management sold 4 Lam Research shares in Q2 2026, an estimated $1.21K.
  • Lam Research made up 0.14% of Montz Harcus Wealth Management's portfolio in Q2 2026, its #61 holding.
  • Montz Harcus Wealth Management first reported a position in Lam Research in Q1 2026 and has held it in 2 quarters since.
  • 3,118 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Montz Harcus Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.