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truNorth Financial Services’s Lam Research LRCX Stock Holding History

truNorth Financial Services’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 		$479K Sell
1,106
-19
-2% -$5.77K 0.43% 30
2026
Q1 		$240K Sell
1,125
-75
-6% -$16.8K 0.25% 44
2025
Q4 		$205K Buy
+1,200
New +$187K 0.22% 48

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

truNorth Financial Services's LRCX Position: Q2 2026 in Review

truNorth Financial Services reduced its Lam Research (LRCX) stake by 1.7% in Q2 2026, selling an estimated $5.77K and leaving 1,106 shares worth $479K. The position accounts for 0.43% of the portfolio, ranked #30.

truNorth Financial Services first reported a position in LRCX in Q4 2025 and has held it in 3 quarters since. 3,125 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • truNorth Financial Services held 1,106 shares of Lam Research worth $479K as of Q2 2026.
  • truNorth Financial Services sold 19 Lam Research shares in Q2 2026, an estimated $5.77K.
  • Lam Research made up 0.43% of truNorth Financial Services's portfolio in Q2 2026, its #30 holding.
  • truNorth Financial Services first reported a position in Lam Research in Q4 2025 and has held it in 3 quarters since.
  • 3,125 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on truNorth Financial Services's 13F filing for Q2 2026, filed 30 Jul 2026.