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Trek Financial’s Lam Research LRCX Stock Holding History

Trek 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 		$10.9M Sell
25,148
-20,713
-45% -$6.29M 0.54% 50
2026
Q1 		$9.8M Sell
45,861
-4,551
-9% -$1.02M 0.52% 63
2025
Q4 		$8.63M Buy
50,412
+22,166
+78% +$3.45M 0.5% 56
2025
Q3 		$3.78M Buy
+28,246
New +$2.99M 0.23% 115
2024
Q3 		– Sell
-2,040
Closed -$217K – 427
2024
Q2 		$217K Sell
2,040
-90
-4% -$8.63K 0.02% 364
2024
Q1 		$207K Buy
+2,130
New +$187K 0.02% 374

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

Trek Financial's LRCX Position: Q2 2026 in Review

Trek Financial reduced its Lam Research (LRCX) stake by 45% in Q2 2026, selling an estimated $6.29M and leaving 25,148 shares worth $10.9M. The position accounts for 0.54% of the portfolio, ranked #50.

Trek Financial first reported a position in LRCX in Q1 2024 and has held it in 6 quarters since. 3,114 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Trek Financial held 25,148 shares of Lam Research worth $10.9M as of Q2 2026.
  • Trek Financial sold 20,713 Lam Research shares in Q2 2026, an estimated $6.29M.
  • Lam Research made up 0.54% of Trek Financial's portfolio in Q2 2026, its #50 holding.
  • Trek Financial first reported a position in Lam Research in Q1 2024 and has held it in 6 quarters since.
  • 3,114 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

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