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Opal Wealth Advisors’s Lam Research LRCX Stock Holding History

Opal 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 		$253K Buy
585
+2
+0.3% +$607 0.05% 183
2026
Q1 		$125K Buy
+583
New +$130K 0.03% 254
2025
Q3 		– Sell
-576
Closed -$56.1K – 391
2025
Q2 		$56.1K Sell
576
-38
-6% -$3.01K 0.02% 359
2025
Q1 		$44.6K Buy
+614
New +$48.4K 0.01% 370
2024
Q3 		– Sell
-610
Closed -$65K – 760
2024
Q2 		$65K Buy
+610
New +$58.5K 0.02% 326

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

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

Opal Wealth Advisors increased its Lam Research (LRCX) stake by 0.34% in Q2 2026, buying an estimated $607 and bringing the position to 585 shares worth $253K. The position accounts for 0.05% of the portfolio, ranked #183.

Opal Wealth Advisors first reported a position in LRCX in Q2 2024 and has held it in 5 quarters since. 3,118 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Opal Wealth Advisors held 585 shares of Lam Research worth $253K as of Q2 2026.
  • Opal Wealth Advisors bought 2 Lam Research shares in Q2 2026, an estimated $607.
  • Lam Research made up 0.05% of Opal Wealth Advisors's portfolio in Q2 2026, its #183 holding.
  • Opal Wealth Advisors first reported a position in Lam Research in Q2 2024 and has held it in 5 quarters since.
  • 3,118 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.