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One Charles Private Wealth Services’s Lam Research LRCX Stock Holding History

One Charles Private Wealth Services’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 		$7.59M Sell
17,526
-304
-2% -$92.3K 1.75% 15
2026
Q1 		$3.81M Sell
17,830
-22
-0.1% -$4.92K 0.95% 21
2025
Q4 		$3.06M Sell
17,852
-105
-0.6% -$16.3K 0.79% 28
2025
Q3 		$2.4M Buy
17,957
+57
+0.3% +$6.04K 0.63% 31
2025
Q2 		$1.74M Buy
17,900
+13,900
+348% +$1.1M 0.49% 35
2025
Q1 		$291K Hold
4,000
– – 0.09% 112
2024
Q4 		$289K Sell
4,000
-240
-6% -$18.2K 0.1% 110
2024
Q3 		$346K Sell
4,240
-120
-3% -$10.4K 0.13% 103
2024
Q2 		$464K Sell
4,360
-300
-6% -$28.8K 0.19% 81
2024
Q1 		$453K Sell
4,660
-630
-12% -$55.4K 0.2% 82
2023
Q4 		$414K Hold
5,290
– – 0.22% 82
2023
Q3 		$332K Hold
5,290
– – 0.19% 81
2023
Q2 		$340K Hold
5,290
– – 0.2% 84
2023
Q1 		$280K Hold
5,290
– – 0.17% 99
2022
Q4 		$222K Buy
+5,290
New +$221K 0.14% 107
2022
Q3 		– Sell
-5,290
Closed -$218K – 121
2022
Q2 		$218K Buy
5,290
+230
+5% +$10.9K 0.15% 109
2022
Q1 		$272K Buy
5,060
+420
+9% +$24.4K 0.17% 94
2021
Q4 		$334K Buy
4,640
+20
+0.4% +$1.25K 0.19% 84
2021
Q3 		$263K Sell
4,620
-30
-0.6% -$1.82K 0.15% 98
2021
Q2 		$303K Buy
+4,650
New +$294K 0.2% 80
2020
Q3 		– Sell
-5,420
Closed -$204K – 61
2020
Q2 		$204K Buy
+5,420
New +$148K 0.11% 89

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

One Charles Private Wealth Services's LRCX Position: Q2 2026 in Review

One Charles Private Wealth Services reduced its Lam Research (LRCX) stake by 1.7% in Q2 2026, selling an estimated $92.3K and leaving 17,526 shares worth $7.59M. The position accounts for 1.75% of the portfolio, ranked #15.

One Charles Private Wealth Services first reported a position in LRCX in Q2 2020 and has held it in 21 quarters since. 3,129 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • One Charles Private Wealth Services held 17,526 shares of Lam Research worth $7.59M as of Q2 2026.
  • One Charles Private Wealth Services sold 304 Lam Research shares in Q2 2026, an estimated $92.3K.
  • Lam Research made up 1.75% of One Charles Private Wealth Services's portfolio in Q2 2026, its #15 holding.
  • One Charles Private Wealth Services first reported a position in Lam Research in Q2 2020 and has held it in 21 quarters since.
  • 3,129 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on One Charles Private Wealth Services's 13F filing for Q2 2026, filed 15 Jul 2026.