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TritonPoint Wealth’s Lam Research LRCX Stock Holding History

TritonPoint Wealth’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 		$27.2M Sell
62,831
-4,637
-7% -$1.41M 2.68% 6
2026
Q1 		$14.4M Sell
67,468
-4,727
-7% -$1.06M 1.55% 13
2025
Q4 		$12.4M Sell
72,195
-3,273
-4% -$509K 1.25% 20
2025
Q3 		$10.1M Sell
75,468
-700
-0.9% -$74.1K 0.87% 27
2025
Q2 		$7.43M Sell
76,168
-2,173
-3% -$172K 0.69% 34
2025
Q1 		$5.71M Buy
78,341
+658
+0.8% +$51.8K 0.54% 48
2024
Q4 		$5.63M Sell
77,683
-5,987
-7% -$454K 0.51% 53
2024
Q3 		$6.94M Buy
83,670
+3,740
+5% +$325K 0.63% 42
2024
Q2 		$8.53M Buy
79,930
+1,030
+1% +$98.8K 0.82% 32
2024
Q1 		$5.81M Sell
78,900
-680
-0.9% -$59.8K 0.61% 47
2023
Q4 		$6.25M Buy
+79,580
New +$5.42M 0.61% 46

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

TritonPoint Wealth's LRCX Position: Q2 2026 in Review

TritonPoint Wealth reduced its Lam Research (LRCX) stake by 6.9% in Q2 2026, selling an estimated $1.41M and leaving 62,831 shares worth $27.2M. The position accounts for 2.68% of the portfolio, ranked #6.

TritonPoint Wealth first reported a position in LRCX in Q4 2023 and has held it in 11 quarters since. 3,118 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • TritonPoint Wealth held 62,831 shares of Lam Research worth $27.2M as of Q2 2026.
  • TritonPoint Wealth sold 4,637 Lam Research shares in Q2 2026, an estimated $1.41M.
  • Lam Research made up 2.68% of TritonPoint Wealth's portfolio in Q2 2026, its #6 holding.
  • TritonPoint Wealth first reported a position in Lam Research in Q4 2023 and has held it in 11 quarters since.
  • 3,118 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on TritonPoint Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.