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RKL Wealth Management’s Lam Research LRCX Stock Holding History

RKL 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 		$651K Buy
1,502
+194
+15% +$58.9K 0.05% 122
2026
Q1 		$279K Sell
1,308
-81
-6% -$18.1K 0.03% 161
2025
Q4 		$238K Buy
+1,389
New +$216K 0.02% 169

Other funds holding LRCX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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

RKL Wealth Management increased its Lam Research (LRCX) stake by 15% in Q2 2026, buying an estimated $58.9K and bringing the position to 1,502 shares worth $651K. The position accounts for 0.05% of the portfolio, ranked #122.

RKL Wealth Management first reported a position in LRCX in Q4 2025 and has held it in 3 quarters since. 2,284 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • RKL Wealth Management held 1,502 shares of Lam Research worth $651K as of Q2 2026.
  • RKL Wealth Management bought 194 Lam Research shares in Q2 2026, an estimated $58.9K.
  • Lam Research made up 0.05% of RKL Wealth Management's portfolio in Q2 2026, its #122 holding.
  • RKL Wealth Management first reported a position in Lam Research in Q4 2025 and has held it in 3 quarters since.
  • 2,284 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on RKL Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.