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Ritholtz Wealth Management’s Lam Research LRCX Stock Holding History

Ritholtz Wealth Management’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 		$19.5M Buy
44,910
+2,304
+5% +$699K 0.29% 43
2026
Q1 		$9.1M Buy
42,606
+10,939
+35% +$2.45M 0.16% 77
2025
Q4 		$5.42M Buy
31,667
+4,118
+15% +$640K 0.1% 130
2025
Q3 		$3.69M Buy
27,549
+2,189
+9% +$232K 0.07% 187
2025
Q2 		$2.47M Buy
25,360
+24
+0.1% +$1.9K 0.05% 243
2025
Q1 		$1.84M Buy
+25,336
New +$2M 0.06% 263
2024
Q4 		– Sell
-27,710
Closed -$2.26M – 882
2024
Q3 		$2.26M Sell
27,710
-6,360
-19% -$553K 0.07% 204
2024
Q2 		$3.63M Buy
34,070
+10,950
+47% +$1.05M 0.12% 107
2024
Q1 		$2.25M Buy
23,120
+1,020
+5% +$89.7K 0.08% 176
2023
Q4 		$1.73M Sell
22,100
-380
-2% -$25.9K 0.07% 195
2023
Q3 		$1.41M Buy
22,480
+370
+2% +$24.3K 0.06% 206
2023
Q2 		$1.42M Buy
22,110
+1,950
+10% +$110K 0.06% 201
2023
Q1 		$1.07M Buy
20,160
+1,970
+11% +$96.7K 0.05% 247
2022
Q4 		$765K Sell
18,190
-1,600
-8% -$66.9K 0.04% 286
2022
Q3 		$724K Sell
19,790
-790
-4% -$35.2K 0.04% 315
2022
Q2 		$877K Sell
20,580
-6,980
-25% -$332K 0.06% 202
2022
Q1 		$1.48M Buy
27,560
+7,040
+34% +$410K 0.1% 126
2021
Q4 		$1.48M Sell
20,520
-1,390
-6% -$87.1K 0.09% 109
2021
Q3 		$1.25M Buy
21,910
+930
+4% +$56.6K 0.09% 109
2021
Q2 		$1.36M Buy
20,980
+3,240
+18% +$205K 0.1% 97
2021
Q1 		$1.06M Buy
17,740
+7,260
+69% +$396K 0.09% 105
2020
Q4 		$495K Buy
+10,480
New +$441K 0.05% 168

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

Ritholtz Wealth Management's LRCX Position: Q2 2026 in Review

Ritholtz Wealth Management increased its Lam Research (LRCX) stake by 5.4% in Q2 2026, buying an estimated $699K and bringing the position to 44,910 shares worth $19.5M. The position accounts for 0.29% of the portfolio, ranked #43.

Ritholtz Wealth Management first reported a position in LRCX in Q4 2020 and has held it in 22 quarters since. 3,114 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Ritholtz Wealth Management held 44,910 shares of Lam Research worth $19.5M as of Q2 2026.
  • Ritholtz Wealth Management bought 2,304 Lam Research shares in Q2 2026, an estimated $699K.
  • Lam Research made up 0.29% of Ritholtz Wealth Management's portfolio in Q2 2026, its #43 holding.
  • Ritholtz Wealth Management first reported a position in Lam Research in Q4 2020 and has held it in 22 quarters since.
  • 3,114 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.