Octavia Wealth Advisors’s Lam Research LRCX Stock Holding History

Octavia 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	$315K	Buy	+726	New	+$220K	0.03%	169

Other funds holding LRCX

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Octavia Wealth Advisors opened a new position in Lam Research (LRCX) in Q2 2026: 726 shares worth $315K. The stake represents 0.03% of the portfolio and ranks #169 among its holdings.

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

Octavia Wealth Advisors held 726 shares of Lam Research worth $315K as of Q2 2026.
Lam Research was a new Octavia Wealth Advisors position in Q2 2026.
Lam Research made up 0.03% of Octavia Wealth Advisors's portfolio in Q2 2026, its #169 holding.
3,114 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

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