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Principia Wealth Advisory’s Lam Research LRCX Stock Holding History

Principia Wealth Advisory’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 		$116K Sell
267
-340
-56% -$103K 0.06% 104
2026
Q1 		$130K Sell
607
-78
-11% -$17.4K 0.07% 90
2025
Q4 		$117K Buy
685
+614
+865% +$95.5K 0.07% 93
2025
Q3 		$9.51K Buy
71
+7
+11% +$741 0.01% 206
2025
Q2 		$6.23K Buy
64
+10
+19% +$793 0.01% 210
2025
Q1 		$3.84K Buy
54
+16
+42% +$1.26K ﹤0.01% 213
2024
Q4 		$2.75K Buy
+38
New +$2.88K ﹤0.01% 199

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

Principia Wealth Advisory's LRCX Position: Q2 2026 in Review

Principia Wealth Advisory reduced its Lam Research (LRCX) stake by 56% in Q2 2026, selling an estimated $103K and leaving 267 shares worth $116K. The position accounts for 0.06% of the portfolio, ranked #104.

Principia Wealth Advisory first reported a position in LRCX in Q4 2024 and has held it in 7 quarters since. The position peaked at $130K in Q1 2026. 3,125 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Principia Wealth Advisory held 267 shares of Lam Research worth $116K as of Q2 2026.
  • Principia Wealth Advisory sold 340 Lam Research shares in Q2 2026, an estimated $103K.
  • Lam Research made up 0.06% of Principia Wealth Advisory's portfolio in Q2 2026, its #104 holding.
  • Principia Wealth Advisory first reported a position in Lam Research in Q4 2024 and has held it in 7 quarters since.
  • Principia Wealth Advisory's Lam Research position peaked at $130K in Q1 2026.
  • 3,125 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.