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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
2025
Q3 		– Sell
-2,000
Closed -$195K – 170
2025
Q2 		$195K Buy
+2,000
New +$159K 0.09% 126
2025
Q1 		– Sell
-2,000
Closed -$144K – 147
2024
Q4 		$144K Buy
+2,000
New +$152K 0.07% 130

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
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 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

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. 564 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.
  • 564 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.