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SMART Wealth’s Lam Research LRCX Stock Holding History

SMART 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 		$1.03M Sell
2,383
-341
-13% -$104K 0.22% 120
2026
Q1 		$582K Buy
2,724
+348
+15% +$77.8K 0.17% 124
2025
Q4 		$407K Sell
2,376
-6,561
-73% -$1.02M 0.12% 124
2025
Q3 		$1.2M Buy
+8,937
New +$946K 0.45% 68

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

SMART Wealth's LRCX Position: Q2 2026 in Review

SMART Wealth reduced its Lam Research (LRCX) stake by 13% in Q2 2026, selling an estimated $104K and leaving 2,383 shares worth $1.03M. The position accounts for 0.22% of the portfolio, ranked #120.

SMART Wealth first reported a position in LRCX in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.2M in Q3 2025. 3,137 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • SMART Wealth held 2,383 shares of Lam Research worth $1.03M as of Q2 2026.
  • SMART Wealth sold 341 Lam Research shares in Q2 2026, an estimated $104K.
  • Lam Research made up 0.22% of SMART Wealth's portfolio in Q2 2026, its #120 holding.
  • SMART Wealth first reported a position in Lam Research in Q3 2025 and has held it in 4 quarters since.
  • SMART Wealth's Lam Research position peaked at $1.2M in Q3 2025.
  • 3,137 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

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