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TriaGen Wealth Management’s Lam Research LRCX Stock Holding History

TriaGen Wealth Management’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 		– Sell
-6,011
Closed -$1.28M – 205
2026
Q1 		$1.28M Buy
+6,011
New +$1.34M 0.35% 65
2024
Q3 		– Sell
-21,600
Closed -$2.3M – 179
2024
Q2 		$2.3M Hold
21,600
– – 0.89% 33
2024
Q1 		$2.1M Buy
+21,600
New +$1.9M 0.87% 35

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

TriaGen Wealth Management's LRCX Position: Q2 2026 in Review

TriaGen Wealth Management sold out of Lam Research (LRCX) in Q2 2026, closing a stake of 6,011 shares — an estimated $1.28M sold.

TriaGen Wealth Management first reported a position in LRCX in Q1 2024 and held it in 3 quarters. The position peaked at $2.3M in Q2 2024. 3,130 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • TriaGen Wealth Management reported no remaining Lam Research position as of Q2 2026 after selling out during the quarter.
  • TriaGen Wealth Management sold 6,011 Lam Research shares in Q2 2026, an estimated $1.28M.
  • TriaGen Wealth Management first reported a position in Lam Research in Q1 2024 and held it in 3 quarters.
  • TriaGen Wealth Management's Lam Research position peaked at $2.3M in Q2 2024.
  • 3,130 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on TriaGen Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.