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Portside Wealth Group’s Lam Research LRCX Stock Holding History

Portside Wealth 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 		$4.02M Sell
9,282
-628
-6% -$191K 0.47% 48
2026
Q1 		$2.12M Buy
9,910
+4,153
+72% +$929K 0.29% 83
2025
Q4 		$985K Buy
5,757
+677
+13% +$105K 0.13% 169
2025
Q3 		$680K Buy
5,080
+621
+14% +$65.8K 0.09% 213
2025
Q2 		$434K Buy
4,459
+538
+14% +$42.7K 0.06% 268
2025
Q1 		$285K Buy
+3,921
New +$309K 0.05% 350

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

Portside Wealth Group's LRCX Position: Q2 2026 in Review

Portside Wealth Group reduced its Lam Research (LRCX) stake by 6.3% in Q2 2026, selling an estimated $191K and leaving 9,282 shares worth $4.02M. The position accounts for 0.47% of the portfolio, ranked #48.

Portside Wealth Group first reported a position in LRCX in Q1 2025 and has held it in 6 quarters since. 3,114 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Portside Wealth Group held 9,282 shares of Lam Research worth $4.02M as of Q2 2026.
  • Portside Wealth Group sold 628 Lam Research shares in Q2 2026, an estimated $191K.
  • Lam Research made up 0.47% of Portside Wealth Group's portfolio in Q2 2026, its #48 holding.
  • Portside Wealth Group first reported a position in Lam Research in Q1 2025 and has held it in 6 quarters since.
  • 3,114 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.