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Personal CFO Solutions’s Lam Research LRCX Stock Holding History

Personal CFO Solutions’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 		$2.87M Sell
6,623
-590
-8% -$179K 0.42% 39
2026
Q1 		$1.54M Buy
7,213
+1,014
+16% +$227K 0.22% 74
2025
Q4 		$1.06M Sell
6,199
-728
-11% -$113K 0.17% 115
2025
Q3 		$927K Buy
6,927
+1,535
+28% +$163K 0.16% 123
2025
Q2 		$525K Sell
5,392
-2,686
-33% -$213K 0.1% 210
2025
Q1 		$587K Buy
8,078
+5
+0.1% +$394 0.12% 187
2024
Q4 		$583K Buy
+8,073
New +$612K 0.11% 182
2024
Q3 		– Sell
-3,220
Closed -$343K – 583
2024
Q2 		$343K Sell
3,220
-990
-24% -$94.9K 0.05% 341
2024
Q1 		$409K Sell
4,210
-4,400
-51% -$387K 0.06% 307
2023
Q4 		$675K Buy
8,610
+870
+11% +$59.3K 0.12% 178
2023
Q3 		$485K Buy
7,740
+440
+6% +$28.9K 0.1% 202
2023
Q2 		$470K Sell
7,300
-1,680
-19% -$94.7K 0.1% 215
2023
Q1 		$476K Sell
8,980
-2,740
-23% -$134K 0.1% 202
2022
Q4 		$493K Buy
11,720
+3,060
+35% +$128K 0.1% 195
2022
Q3 		$317K Buy
8,660
+300
+4% +$13.4K 0.08% 242
2022
Q2 		$356K Buy
8,360
+1,980
+31% +$94.3K 0.08% 230
2022
Q1 		$343K Buy
6,380
+80
+1% +$4.66K 0.07% 282
2021
Q4 		$453K Buy
6,300
+600
+11% +$37.6K 0.08% 217
2021
Q3 		$324K Buy
5,700
+1,260
+28% +$76.6K 0.07% 267
2021
Q2 		$289K Buy
+4,440
New +$280K 0.06% 296
2019
Q4 		– Sell
-34,610
Closed -$806K – 370
2019
Q3 		$806K Buy
+34,610
New +$727K 0.32% 76

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

Personal CFO Solutions's LRCX Position: Q2 2026 in Review

Personal CFO Solutions reduced its Lam Research (LRCX) stake by 8.2% in Q2 2026, selling an estimated $179K and leaving 6,623 shares worth $2.87M. The position accounts for 0.42% of the portfolio, ranked #39.

Personal CFO Solutions first reported a position in LRCX in Q3 2019 and has held it in 21 quarters since. 3,129 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Personal CFO Solutions held 6,623 shares of Lam Research worth $2.87M as of Q2 2026.
  • Personal CFO Solutions sold 590 Lam Research shares in Q2 2026, an estimated $179K.
  • Lam Research made up 0.42% of Personal CFO Solutions's portfolio in Q2 2026, its #39 holding.
  • Personal CFO Solutions first reported a position in Lam Research in Q3 2019 and has held it in 21 quarters since.
  • 3,129 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.