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Rooted Wealth Advisors’s Lam Research LRCX Stock Holding History

Rooted Wealth Advisors’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 		$208K Buy
+481
New +$146K 0.05% 145

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

Rooted Wealth Advisors's LRCX Position: Q2 2026 in Review

Rooted Wealth Advisors opened a new position in Lam Research (LRCX) in Q2 2026: 481 shares worth $208K. The stake represents 0.05% of the portfolio and ranks #145 among its holdings.

3,114 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Rooted Wealth Advisors held 481 shares of Lam Research worth $208K as of Q2 2026.
  • Lam Research was a new Rooted Wealth Advisors position in Q2 2026.
  • Lam Research made up 0.05% of Rooted Wealth Advisors's portfolio in Q2 2026, its #145 holding.
  • 3,114 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Rooted Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.