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Robertson Stephens Wealth Management’s Lam Research LRCX Stock Holding History

Robertson Stephens 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 		$7.92M Buy
18,265
+1,163
+7% +$353K 0.2% 94
2026
Q1 		$3.66M Sell
17,102
-2,227
-12% -$498K 0.1% 145
2025
Q4 		$3.31M Buy
19,329
+6,897
+55% +$1.07M 0.09% 159
2025
Q3 		$1.67M Buy
12,432
+534
+4% +$56.5K 0.05% 196
2025
Q2 		$1.16M Sell
11,898
-17,011
-59% -$1.35M 0.04% 249
2025
Q1 		$2.11M Buy
28,909
+16
+0.1% +$1.26K 0.07% 186
2024
Q4 		$2.09M Sell
28,893
-2,527
-8% -$192K 0.07% 193
2024
Q3 		$2.57M Buy
31,420
+710
+2% +$61.7K 0.09% 169
2024
Q2 		$3.28M Buy
30,710
+1,510
+5% +$145K 0.16% 111
2024
Q1 		$2.84M Buy
29,200
+5,860
+25% +$516K 0.15% 117
2023
Q4 		$1.83M Buy
23,340
+4,620
+25% +$315K 0.11% 151
2023
Q3 		$1.18M Buy
18,720
+2,820
+18% +$185K 0.08% 192
2023
Q2 		$1.02M Sell
15,900
-510
-3% -$28.7K 0.07% 190
2023
Q1 		$873K Buy
16,410
+30
+0.2% +$1.47K 0.07% 212
2022
Q4 		$691K Sell
16,380
-7,000
-30% -$293K 0.07% 213
2022
Q3 		$859K Sell
23,380
-1,900
-8% -$84.6K 0.09% 169
2022
Q2 		$1.08M Sell
25,280
-3,610
-12% -$172K 0.1% 154
2022
Q1 		$1.56M Sell
28,890
-1,480
-5% -$86.2K 0.13% 141
2021
Q4 		$2.19M Buy
30,370
+17,040
+128% +$1.07M 0.18% 104
2021
Q3 		$760K Sell
13,330
-10
-0.1% -$608 0.09% 148
2021
Q2 		$869K Sell
13,340
-50
-0.4% -$3.16K 0.1% 144
2021
Q1 		$798K Buy
+13,390
New +$730K 0.13% 124

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

Robertson Stephens Wealth Management's LRCX Position: Q2 2026 in Review

Robertson Stephens Wealth Management increased its Lam Research (LRCX) stake by 6.8% in Q2 2026, buying an estimated $353K and bringing the position to 18,265 shares worth $7.92M. The position accounts for 0.2% of the portfolio, ranked #94.

Robertson Stephens Wealth Management first reported a position in LRCX in Q1 2021 and has held it in 22 quarters since. 3,118 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Robertson Stephens Wealth Management held 18,265 shares of Lam Research worth $7.92M as of Q2 2026.
  • Robertson Stephens Wealth Management bought 1,163 Lam Research shares in Q2 2026, an estimated $353K.
  • Lam Research made up 0.2% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #94 holding.
  • Robertson Stephens Wealth Management first reported a position in Lam Research in Q1 2021 and has held it in 22 quarters since.
  • 3,118 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.