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Strategic Wealth Advisors’s Lam Research LRCX Stock Holding History

Strategic Wealth Advisors’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 		$8K Buy
+48
New +$14.6K 0.01% 183
2026
Q1 		– Sell
-48
Closed -$8K – 265
2025
Q4 		$8K Buy
+48
New +$7.47K 0.01% 183

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

Strategic Wealth Advisors's LRCX Position: Q2 2026 in Review

Strategic Wealth Advisors opened a new position in Lam Research (LRCX) in Q2 2026: 48 shares worth $8K. The stake represents 0.01% of the portfolio and ranks #183 among its holdings. This is a return to the name: Strategic Wealth Advisors previously reported a position in LRCX as recently as Q4 2025.

Strategic Wealth Advisors first reported a position in LRCX in Q4 2025 and has held it in 2 quarters since. 3,146 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Strategic Wealth Advisors held 48 shares of Lam Research worth $8K as of Q2 2026.
  • Lam Research was a new Strategic Wealth Advisors position in Q2 2026.
  • Lam Research made up 0.01% of Strategic Wealth Advisors's portfolio in Q2 2026, its #183 holding.
  • Strategic Wealth Advisors first reported a position in Lam Research in Q4 2025 and has held it in 2 quarters since.
  • 3,146 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Strategic Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.