Precedent Wealth Partners’s Lam Research LRCX Stock Holding History

Precedent Wealth Partners’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	$14.8M	Buy	34,102 +2,387	+8%	+$725K	2.46%	6
2026 Q1	$6.78M	Sell	31,715 -396	-1%	-$88.5K	1.36%	17
2025 Q4	$5.5M	Sell	32,111 -1,553	-5%	-$242K	1.15%	21
2025 Q3	$4.51M	Buy	33,664 +1,096	+3%	+$116K	0.99%	25
2025 Q2	$3.17M	Buy	32,568 +3,811	+13%	+$302K	0.78%	33
2025 Q1	$2.09M	Buy	28,757 +3,094	+12%	+$244K	0.58%	50
2024 Q4	$1.85M	Buy	+25,663	New	+$1.95M	0.6%	40
2024 Q3	–	Sell	-22,670	Closed	-$2.41M	–	145
2024 Q2	$2.41M	Sell	22,670 -170	-0.7%	-$16.3K	0.97%	26
2024 Q1	$2.22M	Buy	22,840 +1,000	+5%	+$88K	0.95%	25
2023 Q4	$1.71M	Buy	+21,840	New	+$1.49M	0.87%	24

Other funds holding LRCX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Precedent Wealth Partners's LRCX Position: Q2 2026 in Review

Precedent Wealth Partners increased its Lam Research (LRCX) stake by 7.5% in Q2 2026, buying an estimated $725K and bringing the position to 34,102 shares worth $14.8M. The position accounts for 2.46% of the portfolio, ranked #6.

Precedent Wealth Partners first reported a position in LRCX in Q4 2023 and has held it in 10 quarters since. 3,114 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Precedent Wealth Partners held 34,102 shares of Lam Research worth $14.8M as of Q2 2026.
Precedent Wealth Partners bought 2,387 Lam Research shares in Q2 2026, an estimated $725K.
Lam Research made up 2.46% of Precedent Wealth Partners's portfolio in Q2 2026, its #6 holding.
Precedent Wealth Partners first reported a position in Lam Research in Q4 2023 and has held it in 10 quarters since.
3,114 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Precedent Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.