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Powell Investment Advisors’s Lam Research LRCX Stock Holding History

Powell Investment 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 		$1.5M Hold
3,460
– – 0.47% 29
2026
Q1 		$740K Hold
3,460
– – 0.26% 61
2025
Q4 		$593K Hold
3,460
– – 0.2% 68
2025
Q3 		$464K Hold
3,460
– – 0.16% 84
2025
Q2 		$338K Hold
3,460
– – 0.13% 100
2025
Q1 		$252K Hold
3,460
– – 0.12% 100
2024
Q4 		$251K Buy
+3,460
New +$262K 0.12% 111
2024
Q3 		– Sell
-3,390
Closed -$362K – 158
2024
Q2 		$362K Buy
3,390
+170
+5% +$16.3K 0.19% 75
2024
Q1 		$313K Hold
3,220
– – 0.17% 79
2023
Q4 		$253K Hold
3,220
– – 0.14% 93
2023
Q3 		$202K Buy
+3,220
New +$212K 0.12% 106

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

Powell Investment Advisors's LRCX Position: Q2 2026 in Review

Powell Investment Advisors held its Lam Research (LRCX) position steady in Q2 2026 at 3,460 shares worth $1.5M. The position accounts for 0.47% of the portfolio, ranked #29.

Powell Investment Advisors first reported a position in LRCX in Q3 2023 and has held it in 11 quarters since. 3,137 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Powell Investment Advisors held 3,460 shares of Lam Research worth $1.5M as of Q2 2026.
  • Powell Investment Advisors left its Lam Research share count unchanged in Q2 2026.
  • Lam Research made up 0.47% of Powell Investment Advisors's portfolio in Q2 2026, its #29 holding.
  • Powell Investment Advisors first reported a position in Lam Research in Q3 2023 and has held it in 11 quarters since.
  • 3,137 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Powell Investment Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.