SkyOak Wealth’s Lam Research LRCX Stock Holding History

SkyOak 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	$1.55M	Sell	3,575 -450	-11%	-$137K	0.25%	74
2026 Q1	$860K	Sell	4,025 -1,200	-23%	-$268K	0.16%	89
2025 Q4	$894K	Sell	5,225 -1,225	-19%	-$191K	0.16%	90
2025 Q3	$864K	Buy	+6,450	New	+$683K	0.16%	88
2020 Q4	–	Sell	-10,540	Closed	-$350K	–	223
2020 Q3	$350K	Sell	10,540 -24,820	-70%	-$855K	0.13%	139
2020 Q2	$1.14M	Sell	35,360 -30	-0.1%	-$818	0.42%	60
2020 Q1	$849K	Sell	35,390 -19,340	-35%	-$557K	0.43%	54
2019 Q4	$1.6M	Buy	+54,730	New	+$1.45M	0.5%	50

Other funds holding LRCX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SkyOak Wealth's LRCX Position: Q2 2026 in Review

SkyOak Wealth reduced its Lam Research (LRCX) stake by 11% in Q2 2026, selling an estimated $137K and leaving 3,575 shares worth $1.55M. The position accounts for 0.25% of the portfolio, ranked #74.

SkyOak Wealth first reported a position in LRCX in Q4 2019 and has held it in 8 quarters since. The position peaked at $1.6M in Q4 2019. 3,114 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

SkyOak Wealth held 3,575 shares of Lam Research worth $1.55M as of Q2 2026.
SkyOak Wealth sold 450 Lam Research shares in Q2 2026, an estimated $137K.
Lam Research made up 0.25% of SkyOak Wealth's portfolio in Q2 2026, its #74 holding.
SkyOak Wealth first reported a position in Lam Research in Q4 2019 and has held it in 8 quarters since.
SkyOak Wealth's Lam Research position peaked at $1.6M in Q4 2019.
3,114 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on SkyOak Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.