TRUE Private Wealth Advisors’s Lam Research LRCX Stock Holding History

TRUE Private Wealth Advisors’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	$2.45M	Sell	5,660 -3,711	-40%	-$1.13M	0.21%	71
2026 Q1	$2M	Buy	9,371 +4,205	+81%	+$940K	0.19%	72
2025 Q4	$884K	Buy	5,166 +580	+13%	+$90.2K	0.09%	125
2025 Q3	$614K	Buy	4,586 +29	+0.6%	+$3.07K	0.06%	138
2025 Q2	$444K	Buy	4,557 +1	+0%	+$79	0.05%	159
2025 Q1	$331K	Buy	4,556 +600	+15%	+$47.3K	0.04%	174
2024 Q4	$286K	Buy	+3,956	New	+$300K	0.03%	188
2024 Q3	–	Sell	-3,900	Closed	-$415K	–	249
2024 Q2	$415K	Buy	3,900 +130	+3%	+$12.5K	0.05%	183
2024 Q1	$366K	Sell	3,770 -10	-0.3%	-$880	0.04%	206
2023 Q4	$296K	Buy	3,780 +150	+4%	+$10.2K	0.04%	221
2023 Q3	$228K	Buy	3,630 +120	+3%	+$7.88K	0.03%	237
2023 Q2	$226K	Buy	+3,510	New	+$198K	0.03%	218
2022 Q2	–	Sell	-4,020	Closed	-$203K	–	242
2022 Q1	$203K	Hold	4,020	–	–	0.03%	227
2021 Q4	$289K	Hold	4,020	–	–	0.04%	208
2021 Q3	$229K	Hold	4,020	–	–	0.03%	216
2021 Q2	$262K	Hold	4,020	–	–	0.04%	194
2021 Q1	$240K	Sell	4,020 -500	-11%	-$27.2K	0.04%	201
2020 Q4	$214K	Buy	4,520 +500	+12%	+$21K	0.04%	189
2020 Q3	$133K	Hold	4,020	–	–	0.02%	220
2020 Q2	$130K	Hold	4,020	–	–	0.02%	213
2020 Q1	$96K	Sell	4,020 -180	-4%	-$5.18K	0.02%	214
2019 Q4	$123K	Buy	+4,200	New	+$112K	0.02%	267
2019 Q3	–	Sell	-4,200	Closed	-$79K	–	513
2019 Q2	$79K	Buy	+4,200	New	+$79.7K	0.01%	293
2018 Q4	–	Sell	-5,770	Closed	-$87.5K	–	634
2018 Q3	$87.5K	Buy	+5,770	New	+$98.5K	0.01%	381

Other funds holding LRCX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TRUE Private Wealth Advisors's LRCX Position: Q2 2026 in Review

TRUE Private Wealth Advisors reduced its Lam Research (LRCX) stake by 40% in Q2 2026, selling an estimated $1.13M and leaving 5,660 shares worth $2.45M. The position accounts for 0.21% of the portfolio, ranked #71.

TRUE Private Wealth Advisors first reported a position in LRCX in Q3 2018 and has held it in 24 quarters since. 3,123 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

TRUE Private Wealth Advisors held 5,660 shares of Lam Research worth $2.45M as of Q2 2026.
TRUE Private Wealth Advisors sold 3,711 Lam Research shares in Q2 2026, an estimated $1.13M.
Lam Research made up 0.21% of TRUE Private Wealth Advisors's portfolio in Q2 2026, its #71 holding.
TRUE Private Wealth Advisors first reported a position in Lam Research in Q3 2018 and has held it in 24 quarters since.
3,123 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on TRUE Private Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.