PWMA
LRCX icon

Pension & Wealth Management Advisors’s Lam Research LRCX Stock Holding History

Pension & Wealth Management 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 		$133K Buy
307
+45
+17% +$13.7K 0.04% 216
2026
Q1 		$56.1K Sell
262
-212
-45% -$47.4K 0.02% 285
2025
Q4 		$81.2K Sell
474
-53
-10% -$8.24K 0.02% 252
2025
Q3 		$70.6K Hold
527
– – 0.02% 241
2025
Q2 		$51.3K Buy
527
+120
+29% +$9.52K 0.02% 265
2025
Q1 		$29.6K Sell
407
-38
-9% -$2.99K 0.01% 310
2024
Q4 		$32.2K Buy
+445
New +$33.8K 0.01% 301

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
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Pension & Wealth Management Advisors's LRCX Position: Q2 2026 in Review

Pension & Wealth Management Advisors increased its Lam Research (LRCX) stake by 17% in Q2 2026, buying an estimated $13.7K and bringing the position to 307 shares worth $133K. The position accounts for 0.04% of the portfolio, ranked #216.

Pension & Wealth Management Advisors first reported a position in LRCX in Q4 2024 and has held it in 7 quarters since. 2,991 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Pension & Wealth Management Advisors held 307 shares of Lam Research worth $133K as of Q2 2026.
  • Pension & Wealth Management Advisors bought 45 Lam Research shares in Q2 2026, an estimated $13.7K.
  • Lam Research made up 0.04% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #216 holding.
  • Pension & Wealth Management Advisors first reported a position in Lam Research in Q4 2024 and has held it in 7 quarters since.
  • 2,991 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.