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Pinnacle Wealth Management Advisory Group’s Lam Research LRCX Stock Holding History

Pinnacle Wealth Management Advisory Group’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 		$11.4M Sell
26,238
-229
-0.9% -$69.5K 0.68% 34
2026
Q1 		$5.66M Sell
26,467
-3,393
-11% -$759K 0.39% 58
2025
Q4 		$5.11M Buy
29,860
+1,771
+6% +$275K 0.35% 60
2025
Q3 		$3.76M Buy
28,089
+1,696
+6% +$180K 0.28% 77
2025
Q2 		$2.57M Buy
26,393
+245
+0.9% +$19.4K 0.21% 91
2025
Q1 		$1.9M Buy
26,148
+5,835
+29% +$460K 0.18% 98
2024
Q4 		$1.47M Sell
20,313
-8,397
-29% -$637K 0.14% 109
2024
Q3 		$2.34M Buy
28,710
+480
+2% +$41.7K 0.22% 87
2024
Q2 		$3.01M Buy
28,230
+17,330
+159% +$1.66M 0.31% 74
2024
Q1 		$1.06M Sell
10,900
-100
-0.9% -$8.8K 0.11% 122
2023
Q4 		$862K Sell
11,000
-190
-2% -$12.9K 0.1% 133
2023
Q3 		$701K Sell
11,190
-1,120
-9% -$73.6K 0.09% 137
2023
Q2 		$791K Buy
12,310
+920
+8% +$51.9K 0.1% 136
2023
Q1 		$604K Buy
11,390
+1,580
+16% +$77.5K 0.08% 163
2022
Q4 		$412K Buy
9,810
+900
+10% +$37.6K 0.06% 186
2022
Q3 		$326K Buy
8,910
+900
+11% +$40.1K 0.05% 207
2022
Q2 		$341K Buy
8,010
+3,560
+80% +$169K 0.06% 210
2022
Q1 		$239K Buy
+4,450
New +$259K 0.03% 253
2018
Q3 		– Sell
-29,000
Closed -$501K – 161
2018
Q2 		$501K Buy
29,000
+2,200
+8% +$42.4K 0.27% 91
2018
Q1 		$544K Buy
+26,800
New +$531K 0.31% 86

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 Wealth Management Advisory Group's LRCX Position: Q2 2026 in Review

Pinnacle Wealth Management Advisory Group reduced its Lam Research (LRCX) stake by 0.87% in Q2 2026, selling an estimated $69.5K and leaving 26,238 shares worth $11.4M. The position accounts for 0.68% of the portfolio, ranked #34.

Pinnacle Wealth Management Advisory Group first reported a position in LRCX in Q1 2018 and has held it in 20 quarters since. 3,121 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Pinnacle Wealth Management Advisory Group held 26,238 shares of Lam Research worth $11.4M as of Q2 2026.
  • Pinnacle Wealth Management Advisory Group sold 229 Lam Research shares in Q2 2026, an estimated $69.5K.
  • Lam Research made up 0.68% of Pinnacle Wealth Management Advisory Group's portfolio in Q2 2026, its #34 holding.
  • Pinnacle Wealth Management Advisory Group first reported a position in Lam Research in Q1 2018 and has held it in 20 quarters since.
  • 3,121 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q2 2026, filed 5 Aug 2026.