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Symphony Financial’s Lam Research LRCX Stock Holding History

Symphony Financial’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 		$3.06M Buy
7,235
+3,462
+92% +$1.05M 0.33% 68
2026
Q1 		$780K Sell
3,773
-2,736
-42% -$612K 0.1% 132
2025
Q4 		$1.12M Buy
6,509
+2,620
+67% +$407K 0.15% 103
2025
Q3 		$517K Sell
3,889
-209
-5% -$22.1K 0.06% 161
2025
Q2 		$385K Buy
+4,098
New +$325K 0.05% 181
2025
Q1 		– Sell
-2,995
Closed -$244K – 163
2024
Q4 		$244K Sell
2,995
-755
-20% -$57.3K 0.04% 197
2024
Q3 		$309K Sell
3,750
-720
-16% -$62.6K 0.05% 183
2024
Q2 		$473K Buy
4,470
+1,510
+51% +$145K 0.09% 138
2024
Q1 		$287K Sell
2,960
-5,090
-63% -$448K 0.07% 153
2023
Q4 		$607K Buy
8,050
+360
+5% +$24.5K 0.13% 120
2023
Q3 		$478K Sell
7,690
-90
-1% -$5.91K 0.12% 110
2023
Q2 		$491K Buy
+7,780
New +$439K 0.12% 120
2022
Q2 		– Sell
-7,100
Closed -$357K – 197
2022
Q1 		$357K Buy
7,100
+1,790
+34% +$104K 0.08% 155
2021
Q4 		$385K Buy
5,310
+660
+14% +$41.4K 0.11% 125
2021
Q3 		$264K Buy
4,650
+440
+10% +$26.8K 0.09% 151
2021
Q2 		$272K Sell
4,210
-3,750
-47% -$237K 0.09% 145
2021
Q1 		$519K Buy
+7,960
New +$434K 0.14% 107

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

Symphony Financial's LRCX Position: Q2 2026 in Review

Symphony Financial increased its Lam Research (LRCX) stake by 92% in Q2 2026, buying an estimated $1.05M and bringing the position to 7,235 shares worth $3.06M. The position accounts for 0.33% of the portfolio, ranked #68.

Symphony Financial first reported a position in LRCX in Q1 2021 and has held it in 17 quarters since. 3,146 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Symphony Financial held 7,235 shares of Lam Research worth $3.06M as of Q2 2026.
  • Symphony Financial bought 3,462 Lam Research shares in Q2 2026, an estimated $1.05M.
  • Lam Research made up 0.33% of Symphony Financial's portfolio in Q2 2026, its #68 holding.
  • Symphony Financial first reported a position in Lam Research in Q1 2021 and has held it in 17 quarters since.
  • 3,146 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.