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NewEdge Wealth’s Lam Research LRCX Stock Holding History

NewEdge 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 		$156M Buy
360,550
+4,248
+1% +$1.29M 1.56% 11
2026
Q1 		$76.1M Sell
356,302
-96,577
-21% -$21.6M 0.91% 21
2025
Q4 		$77.5M Buy
452,879
+12,878
+3% +$2M 0.88% 18
2025
Q3 		$72.6M Sell
440,001
-726
-0.2% -$76.9K 1.04% 15
2025
Q2 		$43.7M Buy
440,727
+11,492
+3% +$911K 0.68% 34
2025
Q1 		$31.2M Buy
429,235
+6,859
+2% +$540K 0.57% 47
2024
Q4 		$30.5M Buy
422,376
+5,766
+1% +$437K 0.53% 46
2024
Q3 		$34M Buy
416,610
+34,750
+9% +$3.02M 0.61% 39
2024
Q2 		$40.7M Buy
381,860
+1,650
+0.4% +$158K 0.88% 22
2024
Q1 		$33.6M Buy
380,210
+42,620
+13% +$3.75M 0.75% 31
2023
Q4 		$26.4M Buy
337,590
+67,470
+25% +$4.6M 0.68% 36
2023
Q3 		$16.9M Buy
270,120
+62,420
+30% +$4.1M 0.54% 49
2023
Q2 		$13.4M Buy
207,700
+4,360
+2% +$246K 0.45% 65
2023
Q1 		$10.8M Buy
203,340
+10,990
+6% +$539K 0.41% 70
2022
Q4 		$8.08M Buy
+192,350
New +$8.05M 0.35% 84
2022
Q3 		– Sell
-176,180
Closed -$7.51M – 574
2022
Q2 		$7.51M Buy
176,180
+5,770
+3% +$275K 0.34% 76
2022
Q1 		$9.16M Buy
170,410
+3,930
+2% +$229K 0.41% 65
2021
Q4 		$12M Buy
166,480
+5,540
+3% +$347K 0.5% 42
2021
Q3 		$9.16M Buy
160,940
+18,940
+13% +$1.15M 0.55% 46
2021
Q2 		$9.24M Buy
142,000
+62,600
+79% +$3.95M 0.71% 41
2021
Q1 		$4.73M Buy
+79,400
New +$4.33M 0.47% 69

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

NewEdge Wealth's LRCX Position: Q2 2026 in Review

NewEdge Wealth increased its Lam Research (LRCX) stake by 1.2% in Q2 2026, buying an estimated $1.29M and bringing the position to 360,550 shares worth $156M. The position accounts for 1.56% of the portfolio, ranked #11.

NewEdge Wealth first reported a position in LRCX in Q1 2021 and has held it in 21 quarters since. 3,110 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • NewEdge Wealth held 360,550 shares of Lam Research worth $156M as of Q2 2026.
  • NewEdge Wealth bought 4,248 Lam Research shares in Q2 2026, an estimated $1.29M.
  • Lam Research made up 1.56% of NewEdge Wealth's portfolio in Q2 2026, its #11 holding.
  • NewEdge Wealth first reported a position in Lam Research in Q1 2021 and has held it in 21 quarters since.
  • 3,110 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.