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Shelton Wealth Management’s Lam Research LRCX Stock Holding History

Shelton 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 		$3.86M Sell
8,896
-3,352
-27% -$1.02M 1.51% 15
2026
Q1 		$2.62M Sell
12,248
-6,180
-34% -$1.38M 1.14% 18
2025
Q4 		$3.15M Buy
18,428
+624
+4% +$97.1K 1.35% 19
2025
Q3 		$2.38M Sell
17,804
-930
-5% -$98.5K 1.08% 22
2025
Q2 		$1.82M Buy
18,734
+982
+6% +$77.9K 0.88% 30
2025
Q1 		$1.29M Sell
17,752
-1,308
-7% -$103K 0.7% 34
2024
Q4 		$1.38M Buy
+19,060
New +$1.45M 0.71% 35

Other funds holding LRCX

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

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

Shelton Wealth Management reduced its Lam Research (LRCX) stake by 27% in Q2 2026, selling an estimated $1.02M and leaving 8,896 shares worth $3.86M. The position accounts for 1.51% of the portfolio, ranked #15.

Shelton Wealth Management first reported a position in LRCX in Q4 2024 and has held it in 7 quarters since. 522 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Shelton Wealth Management held 8,896 shares of Lam Research worth $3.86M as of Q2 2026.
  • Shelton Wealth Management sold 3,352 Lam Research shares in Q2 2026, an estimated $1.02M.
  • Lam Research made up 1.51% of Shelton Wealth Management's portfolio in Q2 2026, its #15 holding.
  • Shelton Wealth Management first reported a position in Lam Research in Q4 2024 and has held it in 7 quarters since.
  • 522 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

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