SWIM
LRCX icon

Smallwood Wealth Investment Management’s Lam Research LRCX Stock Holding History

Smallwood Wealth Investment 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 		$156K Hold
360
– – 0.07% 108
2026
Q1 		$76.9K Hold
360
– – 0.04% 140
2025
Q4 		$61.6K Hold
360
– – 0.03% 154
2025
Q3 		$48.2K Hold
360
– – 0.02% 180
2025
Q2 		$35K Hold
360
– – 0.02% 203
2025
Q1 		$26.2K Buy
+360
New +$28.4K 0.02% 222

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 $3.38T AUM 44.17% 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

Smallwood Wealth Investment Management's LRCX Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its Lam Research (LRCX) position steady in Q2 2026 at 360 shares worth $156K. The position accounts for 0.07% of the portfolio, ranked #108.

Smallwood Wealth Investment Management first reported a position in LRCX in Q1 2025 and has held it in 6 quarters since. 3,146 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Smallwood Wealth Investment Management held 360 shares of Lam Research worth $156K as of Q2 2026.
  • Smallwood Wealth Investment Management left its Lam Research share count unchanged in Q2 2026.
  • Lam Research made up 0.07% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #108 holding.
  • Smallwood Wealth Investment Management first reported a position in Lam Research in Q1 2025 and has held it in 6 quarters since.
  • 3,146 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.