Raymond James Financial
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Raymond James Financial’s Lam Research LRCX Stock Holding History

Raymond James Financial’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 		$672M Sell
1,550,110
-119,116
-7% -$36.2M 0.18% 95
2026
Q1 		$353M Sell
1,669,226
-126,561
-7% -$28.3M 0.11% 162
2025
Q4 		$308M Sell
1,795,787
-279,909
-13% -$43.5M 0.1% 181
2025
Q3 		$278M Sell
2,075,696
-669,523
-24% -$70.9M 0.09% 202
2025
Q2 		$267M Sell
2,745,219
-136,977
-5% -$10.9M 0.09% 199
2025
Q1 		$210M Buy
2,882,196
+1,401,309
+95% +$110M 0.08% 232
2024
Q4 		$107M Buy
+1,480,887
New +$112M 0.04% 409

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 $3.38T AUM 44.17% 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

Raymond James Financial's LRCX Position: Q2 2026 in Review

Raymond James Financial reduced its Lam Research (LRCX) stake by 7.1% in Q2 2026, selling an estimated $36.2M and leaving 1,550,110 shares worth $672M. The position accounts for 0.18% of the portfolio, ranked #95.

Raymond James Financial first reported a position in LRCX in Q4 2024 and has held it in 7 quarters since. 3,145 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Raymond James Financial held 1,550,110 shares of Lam Research worth $672M as of Q2 2026.
  • Raymond James Financial sold 119,116 Lam Research shares in Q2 2026, an estimated $36.2M.
  • Lam Research made up 0.18% of Raymond James Financial's portfolio in Q2 2026, its #95 holding.
  • Raymond James Financial first reported a position in Lam Research in Q4 2024 and has held it in 7 quarters since.
  • 3,145 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.