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Pinnacle Family Advisors’s Lam Research LRCX Stock Holding History

Pinnacle Family 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 		$325K Buy
+750
New +$228K 0.14% 111
2021
Q1 		– Sell
-5,000
Closed -$236K – 137
2020
Q4 		$236K Buy
+5,000
New +$210K 0.14% 109

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

Pinnacle Family Advisors's LRCX Position: Q2 2026 in Review

Pinnacle Family Advisors opened a new position in Lam Research (LRCX) in Q2 2026: 750 shares worth $325K. The stake represents 0.14% of the portfolio and ranks #111 among its holdings. This is a return to the name: Pinnacle Family Advisors previously reported a position in LRCX as recently as Q4 2020.

Pinnacle Family Advisors first reported a position in LRCX in Q4 2020 and has held it in 2 quarters since. 3,132 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Pinnacle Family Advisors held 750 shares of Lam Research worth $325K as of Q2 2026.
  • Lam Research was a new Pinnacle Family Advisors position in Q2 2026.
  • Lam Research made up 0.14% of Pinnacle Family Advisors's portfolio in Q2 2026, its #111 holding.
  • Pinnacle Family Advisors first reported a position in Lam Research in Q4 2020 and has held it in 2 quarters since.
  • 3,132 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Pinnacle Family Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.