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Private Wealth Partners’s Lam Research LRCX Stock Holding History

Private 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 		$1.29M Sell
2,970
-340
-10% -$103K 0.09% 89
2026
Q1 		$707K Buy
3,310
+1,490
+82% +$333K 0.05% 116
2025
Q4 		$312K Buy
1,820
+130
+8% +$20.2K 0.02% 140
2025
Q3 		$226K Sell
1,690
-7,015
-81% -$743K 0.02% 159
2025
Q2 		$847K Buy
+8,705
New +$690K 0.07% 102

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 Partners's LRCX Position: Q2 2026 in Review

Private Wealth Partners reduced its Lam Research (LRCX) stake by 10% in Q2 2026, selling an estimated $103K and leaving 2,970 shares worth $1.29M. The position accounts for 0.09% of the portfolio, ranked #89.

Private Wealth Partners first reported a position in LRCX in Q2 2025 and has held it in 5 quarters since. 3,130 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Private Wealth Partners held 2,970 shares of Lam Research worth $1.29M as of Q2 2026.
  • Private Wealth Partners sold 340 Lam Research shares in Q2 2026, an estimated $103K.
  • Lam Research made up 0.09% of Private Wealth Partners's portfolio in Q2 2026, its #89 holding.
  • Private Wealth Partners first reported a position in Lam Research in Q2 2025 and has held it in 5 quarters since.
  • 3,130 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Private Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.