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Sound View Wealth Advisors Group’s Lam Research LRCX Stock Holding History

Sound View Wealth Advisors Group’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 		$8.3M Sell
19,163
-996
-5% -$302K 0.52% 52
2026
Q1 		$4.31M Buy
20,159
+337
+2% +$75.3K 0.29% 79
2025
Q4 		$3.39M Sell
19,822
-1,605
-7% -$250K 0.23% 97
2025
Q3 		$2.87M Sell
21,427
-28
-0.1% -$2.96K 0.2% 110
2025
Q2 		$2.09M Sell
21,455
-143
-0.7% -$11.3K 0.15% 126
2025
Q1 		$1.57M Buy
21,598
+917
+4% +$72.2K 0.13% 140
2024
Q4 		$1.49M Buy
20,681
+2,431
+13% +$184K 0.12% 143
2024
Q3 		$1.49M Buy
18,250
+770
+4% +$66.9K 0.12% 147
2024
Q2 		$1.86M Sell
17,480
-760
-4% -$72.9K 0.19% 115
2024
Q1 		$1.77M Sell
18,240
-550
-3% -$48.4K 0.19% 118
2023
Q4 		$1.47M Sell
18,790
-250
-1% -$17K 0.16% 130
2023
Q3 		$1.19M Buy
19,040
+500
+3% +$32.8K 0.15% 131
2023
Q2 		$1.19M Sell
18,540
-3,650
-16% -$206K 0.16% 125
2023
Q1 		$1.18M Buy
22,190
+3,400
+18% +$167K 0.16% 126
2022
Q4 		$1.47M Sell
18,790
-680
-3% -$28.4K 0.16% 130
2022
Q3 		$713K Sell
19,470
-290
-1% -$12.9K 0.16% 124
2022
Q2 		$842K Buy
19,760
+1,070
+6% +$50.9K 0.18% 118
2022
Q1 		$1M Buy
18,690
+1,660
+10% +$96.6K 0.19% 111
2021
Q4 		$1.23M Buy
17,030
+220
+1% +$13.8K 0.23% 107
2021
Q3 		$957K Buy
16,810
+700
+4% +$42.6K 0.2% 117
2021
Q2 		$1.05M Buy
16,110
+2,110
+15% +$133K 0.22% 111
2021
Q1 		$833K Sell
14,000
-320
-2% -$17.4K 0.19% 112
2020
Q4 		$676K Buy
14,320
+20
+0.1% +$841 0.17% 128
2020
Q3 		$474K Buy
14,300
+80
+0.6% +$2.76K 0.12% 145
2020
Q2 		$460K Buy
14,220
+1,490
+12% +$40.6K 0.13% 139
2020
Q1 		$306K Buy
12,730
+950
+8% +$27.4K 0.11% 159
2019
Q4 		$344K Sell
11,780
-2,000
-15% -$53.1K 0.1% 174
2019
Q3 		$318K Sell
13,780
-20
-0.1% -$420 0.09% 182
2019
Q2 		$259K Buy
+13,800
New +$262K 0.08% 215

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

Sound View Wealth Advisors Group's LRCX Position: Q2 2026 in Review

Sound View Wealth Advisors Group reduced its Lam Research (LRCX) stake by 4.9% in Q2 2026, selling an estimated $302K and leaving 19,163 shares worth $8.3M. The position accounts for 0.52% of the portfolio, ranked #52.

Sound View Wealth Advisors Group first reported a position in LRCX in Q2 2019 and has held it in 29 quarters since. 3,114 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Sound View Wealth Advisors Group held 19,163 shares of Lam Research worth $8.3M as of Q2 2026.
  • Sound View Wealth Advisors Group sold 996 Lam Research shares in Q2 2026, an estimated $302K.
  • Lam Research made up 0.52% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #52 holding.
  • Sound View Wealth Advisors Group first reported a position in Lam Research in Q2 2019 and has held it in 29 quarters since.
  • 3,114 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.