Private Wealth Asset Management’s Lam Research LRCX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.55M Buy
3,573
+918
+35% +$279K 0.15% 96
2026
Q1
$567K Sell
2,655
-48
-2% -$10.7K 0.06% 159
2025
Q4
$463K Sell
2,703
-153
-5% -$23.8K 0.05% 176
2025
Q3
$382K Sell
2,856
-136
-5% -$14.4K 0.05% 182
2025
Q2
$291K Sell
2,992
-940
-24% -$74.6K 0.04% 204
2025
Q1
$286K Buy
+3,932
New +$310K 0.04% 193

Other funds holding LRCX

Private Wealth Asset Management's LRCX Position: Q2 2026 in Review

Private Wealth Asset Management increased its Lam Research (LRCX) stake by 35% in Q2 2026, buying an estimated $279K and bringing the position to 3,573 shares worth $1.55M. The position accounts for 0.15% of the portfolio, ranked #96.

Private Wealth Asset Management 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.

  • Private Wealth Asset Management held 3,573 shares of Lam Research worth $1.55M as of Q2 2026.
  • Private Wealth Asset Management bought 918 Lam Research shares in Q2 2026, an estimated $279K.
  • Lam Research made up 0.15% of Private Wealth Asset Management's portfolio in Q2 2026, its #96 holding.
  • Private Wealth Asset Management 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 Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.