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Navis Wealth Advisors’s Lam Research LRCX Stock Holding History

Navis Wealth 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 		$330K Buy
+762
New +$231K 0.13% 128

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

Navis Wealth Advisors's LRCX Position: Q2 2026 in Review

Navis Wealth Advisors opened a new position in Lam Research (LRCX) in Q2 2026: 762 shares worth $330K. The stake represents 0.13% of the portfolio and ranks #128 among its holdings.

3,114 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Navis Wealth Advisors held 762 shares of Lam Research worth $330K as of Q2 2026.
  • Lam Research was a new Navis Wealth Advisors position in Q2 2026.
  • Lam Research made up 0.13% of Navis Wealth Advisors's portfolio in Q2 2026, its #128 holding.
  • 3,114 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

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