Nvest Wealth Strategies’s Lam Research LRCX Stock Holding History

Nvest Wealth Strategies’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	$3.9K	Buy	9 +4	+80%	+$1.21K	﹤0.01%	162
2026 Q1	$1.07K	Buy	+5	New	+$1.12K	﹤0.01%	218

Other funds holding LRCX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Nvest Wealth Strategies's LRCX Position: Q2 2026 in Review

Nvest Wealth Strategies increased its Lam Research (LRCX) stake by 80% in Q2 2026, buying an estimated $1.21K and bringing the position to 9 shares worth $3.9K. The position accounts for ﹤0.01% of the portfolio, ranked #162.

Nvest Wealth Strategies first reported a position in LRCX in Q1 2026 and has held it in 2 quarters since. 2,282 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Nvest Wealth Strategies held 9 shares of Lam Research worth $3.9K as of Q2 2026.
Nvest Wealth Strategies bought 4 Lam Research shares in Q2 2026, an estimated $1.21K.
Lam Research made up ﹤0.01% of Nvest Wealth Strategies's portfolio in Q2 2026, its #162 holding.
Nvest Wealth Strategies first reported a position in Lam Research in Q1 2026 and has held it in 2 quarters since.
2,282 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.