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Simplicity Wealth’s Lam Research LRCX Stock Holding History

Simplicity Wealth’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 		$13.5M Sell
31,158
-388
-1% -$118K 0.46% 52
2026
Q1 		$6.74M Buy
31,546
+557
+2% +$125K 0.38% 55
2025
Q4 		$5.3M Buy
30,989
+826
+3% +$128K 0.32% 67
2025
Q3 		$4.04M Sell
30,163
-32,151
-52% -$3.4M 0.23% 96
2025
Q2 		$6.07M Buy
+62,314
New +$4.94M 0.25% 89
2024
Q3 		– Sell
-29,580
Closed -$3.15M – 899
2024
Q2 		$3.15M Buy
29,580
+10
+0% +$959 0.07% 260
2024
Q1 		$2.87M Buy
+29,570
New +$2.6M 0.07% 277

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

Simplicity Wealth's LRCX Position: Q2 2026 in Review

Simplicity Wealth reduced its Lam Research (LRCX) stake by 1.2% in Q2 2026, selling an estimated $118K and leaving 31,158 shares worth $13.5M. The position accounts for 0.46% of the portfolio, ranked #52.

Simplicity Wealth first reported a position in LRCX in Q1 2024 and has held it in 7 quarters since. 3,118 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Simplicity Wealth held 31,158 shares of Lam Research worth $13.5M as of Q2 2026.
  • Simplicity Wealth sold 388 Lam Research shares in Q2 2026, an estimated $118K.
  • Lam Research made up 0.46% of Simplicity Wealth's portfolio in Q2 2026, its #52 holding.
  • Simplicity Wealth first reported a position in Lam Research in Q1 2024 and has held it in 7 quarters since.
  • 3,118 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.