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True Wealth Design’s Lam Research LRCX Stock Holding History

True Wealth Design’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 		$289K Sell
667
-44
-6% -$13.4K 0.07% 72
2026
Q1 		$152K Sell
711
-8
-1% -$1.79K 0.04% 127
2025
Q4 		$123K Sell
719
-8
-1% -$1.24K 0.04% 144
2025
Q3 		$97.3K Buy
727
+300
+70% +$31.8K 0.03% 169
2025
Q2 		$41.5K Buy
427
+162
+61% +$12.8K 0.01% 232
2025
Q1 		$19.2K Buy
265
+145
+121% +$11.4K 0.01% 352
2024
Q4 		$8.64K Sell
120
-250
-68% -$19K ﹤0.01% 440
2024
Q3 		$30.2K Buy
370
+40
+12% +$3.48K 0.01% 244
2024
Q2 		$35.1K Buy
330
+10
+3% +$959 0.01% 182
2024
Q1 		$31.1K Buy
320
+10
+3% +$880 0.01% 187
2023
Q4 		$24.3K Buy
310
+280
+933% +$19.1K 0.01% 193
2023
Q3 		$1.88K Hold
30
– – ﹤0.01% 272
2023
Q2 		$1.93K Hold
30
– – ﹤0.01% 278
2023
Q1 		$1.59K Buy
30
+10
+50% +$491 ﹤0.01% 355
2022
Q4 		$841 Buy
+20
New +$837 ﹤0.01% 362

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

True Wealth Design's LRCX Position: Q2 2026 in Review

True Wealth Design reduced its Lam Research (LRCX) stake by 6.2% in Q2 2026, selling an estimated $13.4K and leaving 667 shares worth $289K. The position accounts for 0.07% of the portfolio, ranked #72.

True Wealth Design first reported a position in LRCX in Q4 2022 and has held it in 15 quarters since. 3,125 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • True Wealth Design held 667 shares of Lam Research worth $289K as of Q2 2026.
  • True Wealth Design sold 44 Lam Research shares in Q2 2026, an estimated $13.4K.
  • Lam Research made up 0.07% of True Wealth Design's portfolio in Q2 2026, its #72 holding.
  • True Wealth Design first reported a position in Lam Research in Q4 2022 and has held it in 15 quarters since.
  • 3,125 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.