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Moran Wealth Management’s Lam Research LRCX Stock Holding History

Moran 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 		$51.4M Buy
118,675
+29,850
+34% +$9.06M 1.4% 5
2026
Q1 		$19M Sell
88,825
-2,294
-3% -$513K 0.58% 44
2025
Q4 		$15.6M Buy
91,119
+5,442
+6% +$846K 0.48% 62
2025
Q3 		$11.5M Buy
85,677
+79,600
+1,310% +$8.43M 0.35% 91
2025
Q2 		$592K Sell
6,077
-669
-10% -$53.1K 0.02% 384
2025
Q1 		$490K Buy
+6,746
New +$531K 0.02% 385
2024
Q4 		– Sell
-43,250
Closed -$3.53M – 441
2024
Q3 		$3.53M Sell
43,250
-88,910
-67% -$7.73M 0.11% 211
2024
Q2 		$14.1M Buy
132,160
+127,530
+2,754% +$12.2M 0.46% 74
2024
Q1 		$450K Buy
4,630
+1,490
+47% +$131K 0.01% 331
2023
Q4 		$246K Buy
+3,140
New +$214K 0.01% 376

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

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

Moran Wealth Management increased its Lam Research (LRCX) stake by 34% in Q2 2026, buying an estimated $9.06M and bringing the position to 118,675 shares worth $51.4M. The position accounts for 1.4% of the portfolio, ranked #5.

Moran Wealth Management first reported a position in LRCX in Q4 2023 and has held it in 10 quarters since. 3,130 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Moran Wealth Management held 118,675 shares of Lam Research worth $51.4M as of Q2 2026.
  • Moran Wealth Management bought 29,850 Lam Research shares in Q2 2026, an estimated $9.06M.
  • Lam Research made up 1.4% of Moran Wealth Management's portfolio in Q2 2026, its #5 holding.
  • Moran Wealth Management first reported a position in Lam Research in Q4 2023 and has held it in 10 quarters since.
  • 3,130 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.