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Sendero Wealth Management’s Lam Research LRCX Stock Holding History

Sendero 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 		$1.59M Sell
3,674
-141
-4% -$42.8K 0.16% 92
2026
Q1 		$815K Sell
3,815
-259
-6% -$57.9K 0.09% 124
2025
Q4 		$697K Sell
4,074
-1,790
-31% -$278K 0.08% 134
2025
Q3 		$785K Buy
5,864
+1,529
+35% +$162K 0.09% 117
2025
Q2 		$422K Buy
4,335
+543
+14% +$43.1K 0.05% 158
2025
Q1 		$276K Buy
3,792
+971
+34% +$76.5K 0.04% 161
2024
Q4 		$204K Buy
+2,821
New +$214K 0.03% 158
2024
Q3 		– Sell
-1,980
Closed -$211K – 161
2024
Q2 		$211K Buy
+1,980
New +$190K 0.04% 152

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

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

Sendero Wealth Management reduced its Lam Research (LRCX) stake by 3.7% in Q2 2026, selling an estimated $42.8K and leaving 3,674 shares worth $1.59M. The position accounts for 0.16% of the portfolio, ranked #92.

Sendero Wealth Management first reported a position in LRCX in Q2 2024 and has held it in 8 quarters since. 3,140 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Sendero Wealth Management held 3,674 shares of Lam Research worth $1.59M as of Q2 2026.
  • Sendero Wealth Management sold 141 Lam Research shares in Q2 2026, an estimated $42.8K.
  • Lam Research made up 0.16% of Sendero Wealth Management's portfolio in Q2 2026, its #92 holding.
  • Sendero Wealth Management first reported a position in Lam Research in Q2 2024 and has held it in 8 quarters since.
  • 3,140 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Sendero Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.