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Mowery & Schoenfeld Wealth Management’s Lam Research LRCX Stock Holding History

Mowery & Schoenfeld 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 		$83.6K Hold
193
– – 0.11% 102
2026
Q1 		$41.2K Sell
193
-93
-33% -$20.8K 0.06% 139
2025
Q4 		$49K Buy
286
+93
+48% +$14.5K 0.07% 141
2025
Q3 		$25.8K Sell
193
-27
-12% -$2.86K 0.04% 159
2025
Q2 		$21.4K Sell
220
-70
-24% -$5.55K 0.03% 168
2025
Q1 		$21.1K Buy
290
+70
+32% +$5.51K 0.04% 203
2024
Q4 		$15.9K Buy
+220
New +$16.7K 0.03% 186

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

Mowery & Schoenfeld Wealth Management's LRCX Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management held its Lam Research (LRCX) position steady in Q2 2026 at 193 shares worth $83.6K. The position accounts for 0.11% of the portfolio, ranked #102.

Mowery & Schoenfeld Wealth Management first reported a position in LRCX in Q4 2024 and has held it in 7 quarters since. 3,146 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Mowery & Schoenfeld Wealth Management held 193 shares of Lam Research worth $83.6K as of Q2 2026.
  • Mowery & Schoenfeld Wealth Management left its Lam Research share count unchanged in Q2 2026.
  • Lam Research made up 0.11% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #102 holding.
  • Mowery & Schoenfeld Wealth Management first reported a position in Lam Research in Q4 2024 and has held it in 7 quarters since.
  • 3,146 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.