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ORG Wealth Partners’s Lam Research LRCX Stock Holding History

ORG Wealth Partners’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 		$301K Sell
695
-193
-22% -$58.6K 0.05% 208
2026
Q1 		$190K Buy
888
+756
+573% +$169K 0.04% 232
2025
Q4 		$22.6K Buy
132
+3
+2% +$467 0.01% 384
2025
Q3 		$17.3K Buy
129
+125
+3,125% +$13.2K ﹤0.01% 416
2025
Q2 		$387 Buy
+4
New +$317 ﹤0.01% 636

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

ORG Wealth Partners's LRCX Position: Q2 2026 in Review

ORG Wealth Partners reduced its Lam Research (LRCX) stake by 22% in Q2 2026, selling an estimated $58.6K and leaving 695 shares worth $301K. The position accounts for 0.05% of the portfolio, ranked #208.

ORG Wealth Partners first reported a position in LRCX in Q2 2025 and has held it in 5 quarters since. 3,114 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • ORG Wealth Partners held 695 shares of Lam Research worth $301K as of Q2 2026.
  • ORG Wealth Partners sold 193 Lam Research shares in Q2 2026, an estimated $58.6K.
  • Lam Research made up 0.05% of ORG Wealth Partners's portfolio in Q2 2026, its #208 holding.
  • ORG Wealth Partners first reported a position in Lam Research in Q2 2025 and has held it in 5 quarters since.
  • 3,114 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.