Optimize Financial’s Lam Research LRCX Stock Holding History

Optimize Financial’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	$6.07M	Sell	14,010 -48	-0.3%	-$14.6K	2.18%	9
2026 Q1	$3M	Buy	+14,058	New	+$3.14M	1.48%	9

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 $3.38T AUM 44.17% 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

Optimize Financial's LRCX Position: Q2 2026 in Review

Optimize Financial reduced its Lam Research (LRCX) stake by 0.34% in Q2 2026, selling an estimated $14.6K and leaving 14,010 shares worth $6.07M. The position accounts for 2.18% of the portfolio, ranked #9.

Optimize Financial first reported a position in LRCX in Q1 2026 and has held it in 2 quarters since. 3,146 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Optimize Financial held 14,010 shares of Lam Research worth $6.07M as of Q2 2026.
Optimize Financial sold 48 Lam Research shares in Q2 2026, an estimated $14.6K.
Lam Research made up 2.18% of Optimize Financial's portfolio in Q2 2026, its #9 holding.
Optimize Financial first reported a position in Lam Research in Q1 2026 and has held it in 2 quarters since.
3,146 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Optimize Financial's 13F filing for Q2 2026, filed 27 Aug 2026.