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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

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 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. 557 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.
  • 557 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.