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

Private Wealth Management 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 		$51.1K Sell
118
-37
-24% -$11.2K 0.01% 242
2026
Q1 		$33.1K Sell
155
-33
-18% -$7.38K 0.01% 245
2025
Q4 		$32.2K Hold
188
– – 0.01% 246
2025
Q3 		$25.2K Hold
188
– – 0.01% 278
2025
Q2 		$18.3K Sell
188
-76
-29% -$6.03K 0.01% 326
2025
Q1 		$19.2K Sell
264
-21
-7% -$1.65K 0.01% 304
2024
Q4 		$20.6K Buy
285
+5
+2% +$379 0.01% 295
2024
Q3 		$22.9K Sell
280
-10
-3% -$869 0.01% 261
2024
Q2 		$30.9K Sell
290
-570
-66% -$54.7K 0.01% 208
2024
Q1 		$83.6K Buy
860
+10
+1% +$880 0.04% 110
2023
Q4 		$66.6K Buy
+850
New +$57.9K 0.03% 128

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

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

Private Wealth Management Group reduced its Lam Research (LRCX) stake by 24% in Q2 2026, selling an estimated $11.2K and leaving 118 shares worth $51.1K. The position accounts for 0.01% of the portfolio, ranked #242.

Private Wealth Management Group first reported a position in LRCX in Q4 2023 and has held it in 11 quarters since. The position peaked at $83.6K in Q1 2024. 3,118 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Private Wealth Management Group held 118 shares of Lam Research worth $51.1K as of Q2 2026.
  • Private Wealth Management Group sold 37 Lam Research shares in Q2 2026, an estimated $11.2K.
  • Lam Research made up 0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #242 holding.
  • Private Wealth Management Group first reported a position in Lam Research in Q4 2023 and has held it in 11 quarters since.
  • Private Wealth Management Group's Lam Research position peaked at $83.6K in Q1 2024.
  • 3,118 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.