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Triad Wealth Partners’s Lam Research LRCX Stock Holding History

Triad Wealth Partners’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 		$1.12M Buy
3,811
+899
+31% +$273K 0.07% 188
2026
Q1 		$622K Buy
2,912
+700
+32% +$157K 0.05% 239
2025
Q4 		$379K Sell
2,212
-1,430
-39% -$222K 0.04% 331
2025
Q3 		$488K Buy
3,642
+604
+20% +$64K 0.06% 211
2025
Q2 		$296K Sell
3,038
-1,162
-28% -$92.2K 0.06% 219
2025
Q1 		$305K Buy
4,200
+616
+17% +$48.5K 0.09% 158
2024
Q4 		$259K Buy
+3,584
New +$272K 0.09% 155
2024
Q3 		– Sell
-3,200
Closed -$341K – 536
2024
Q2 		$341K Buy
+3,200
New +$307K 0.18% 57

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

Triad Wealth Partners's LRCX Position: Q2 2026 in Review

Triad Wealth Partners increased its Lam Research (LRCX) stake by 31% in Q2 2026, buying an estimated $273K and bringing the position to 3,811 shares worth $1.12M. The position accounts for 0.07% of the portfolio, ranked #188.

Triad Wealth Partners first reported a position in LRCX in Q2 2024 and has held it in 8 quarters since. 3,137 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Triad Wealth Partners held 3,811 shares of Lam Research worth $1.12M as of Q2 2026.
  • Triad Wealth Partners bought 899 Lam Research shares in Q2 2026, an estimated $273K.
  • Lam Research made up 0.07% of Triad Wealth Partners's portfolio in Q2 2026, its #188 holding.
  • Triad Wealth Partners first reported a position in Lam Research in Q2 2024 and has held it in 8 quarters since.
  • 3,137 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.