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Naviter Wealth’s Lam Research LRCX Stock Holding History

Naviter Wealth’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 		$4.36M Buy
10,061
+988
+11% +$300K 0.4% 56
2026
Q1 		$1.94M Buy
9,073
+929
+11% +$208K 0.24% 98
2025
Q4 		$1.4M Sell
8,144
-92
-1% -$14.3K 0.18% 134
2025
Q3 		$1.1M Buy
8,236
+46
+0.6% +$4.87K 0.13% 162
2025
Q2 		$799K Sell
8,190
-10
-0.1% -$793 0.1% 173
2025
Q1 		$597K Buy
8,200
+102
+1% +$8.03K 0.07% 196
2024
Q4 		$587K Buy
+8,098
New +$614K 0.07% 197

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

Naviter Wealth's LRCX Position: Q2 2026 in Review

Naviter Wealth increased its Lam Research (LRCX) stake by 11% in Q2 2026, buying an estimated $300K and bringing the position to 10,061 shares worth $4.36M. The position accounts for 0.4% of the portfolio, ranked #56.

Naviter Wealth first reported a position in LRCX in Q4 2024 and has held it in 7 quarters since. 3,137 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Naviter Wealth held 10,061 shares of Lam Research worth $4.36M as of Q2 2026.
  • Naviter Wealth bought 988 Lam Research shares in Q2 2026, an estimated $300K.
  • Lam Research made up 0.4% of Naviter Wealth's portfolio in Q2 2026, its #56 holding.
  • Naviter Wealth first reported a position in Lam Research in Q4 2024 and has held it in 7 quarters since.
  • 3,137 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Naviter Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.