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Smith Salley Wealth Management’s Lam Research LRCX Stock Holding History

Smith Salley 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
2026
Q2 		$608K Buy
1,402
+221
+19% +$67.1K 0.03% 188
2026
Q1 		$252K Hold
1,181
– – 0.01% 239
2025
Q4 		$202K Sell
1,181
-855
-42% -$133K 0.01% 261
2025
Q3 		$273K Sell
2,036
-745
-27% -$78.9K 0.01% 234
2025
Q2 		$271K Sell
2,781
-30
-1% -$2.38K 0.02% 226
2025
Q1 		$204K Sell
2,811
-50
-2% -$3.94K 0.01% 236
2024
Q4 		$207K Buy
+2,861
New +$217K 0.01% 240

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

Smith Salley Wealth Management's LRCX Position: Q2 2026 in Review

Smith Salley Wealth Management increased its Lam Research (LRCX) stake by 19% in Q2 2026, buying an estimated $67.1K and bringing the position to 1,402 shares worth $608K. The position accounts for 0.03% of the portfolio, ranked #188.

Smith Salley Wealth Management first reported a position in LRCX in Q4 2024 and has held it in 7 quarters since. 3,118 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Smith Salley Wealth Management held 1,402 shares of Lam Research worth $608K as of Q2 2026.
  • Smith Salley Wealth Management bought 221 Lam Research shares in Q2 2026, an estimated $67.1K.
  • Lam Research made up 0.03% of Smith Salley Wealth Management's portfolio in Q2 2026, its #188 holding.
  • Smith Salley Wealth Management first reported a position in Lam Research in Q4 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 Smith Salley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.