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Rockline Wealth Management’s Lam Research LRCX Stock Holding History

Rockline 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 		$24.3M Buy
56,191
+59
+0.1% +$17.9K 4.66% 3
2026
Q1 		$12M Sell
56,132
-1,923
-3% -$430K 2.61% 8
2025
Q4 		$9.94M Buy
58,055
+2,292
+4% +$356K 2.03% 13
2025
Q3 		$7.47M Buy
55,763
+4,883
+10% +$517K 1.55% 16
2025
Q2 		$4.95M Buy
50,880
+2,868
+6% +$227K 1.17% 24
2025
Q1 		$3.49M Buy
48,012
+2,551
+6% +$201K 0.97% 33
2024
Q4 		$3.28M Buy
45,461
+771
+2% +$58.5K 0.88% 36
2024
Q3 		$3.65M Buy
44,690
+3,180
+8% +$276K 1.03% 31
2024
Q2 		$4.42M Sell
41,510
-100
-0.2% -$9.59K 1.37% 18
2024
Q1 		$4.04M Buy
41,610
+3,430
+9% +$302K 1.41% 24
2023
Q4 		$2.99M Buy
+38,180
New +$2.6M 1.24% 28

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

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

Rockline Wealth Management increased its Lam Research (LRCX) stake by 0.11% in Q2 2026, buying an estimated $17.9K and bringing the position to 56,191 shares worth $24.3M. The position accounts for 4.66% of the portfolio, ranked #3.

Rockline Wealth Management first reported a position in LRCX in Q4 2023 and has held it in 11 quarters since. 3,108 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Rockline Wealth Management held 56,191 shares of Lam Research worth $24.3M as of Q2 2026.
  • Rockline Wealth Management bought 59 Lam Research shares in Q2 2026, an estimated $17.9K.
  • Lam Research made up 4.66% of Rockline Wealth Management's portfolio in Q2 2026, its #3 holding.
  • Rockline Wealth Management first reported a position in Lam Research in Q4 2023 and has held it in 11 quarters since.
  • 3,108 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Rockline Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.