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Turning Point Benefit Group’s Lam Research LRCX Stock Holding History

Turning Point Benefit Group’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 		$391K Buy
+913
New +$277K 0.17% 79
2026
Q1 		– Sell
-894
Closed -$153K – 496
2025
Q4 		$153K Sell
894
-174
-16% -$27.1K 0.08% 104
2025
Q3 		$153K Buy
+1,068
New +$113K 0.09% 94

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 $3.38T AUM 44.17% 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

Turning Point Benefit Group's LRCX Position: Q2 2026 in Review

Turning Point Benefit Group opened a new position in Lam Research (LRCX) in Q2 2026: 913 shares worth $391K. The stake represents 0.17% of the portfolio and ranks #79 among its holdings. This is a return to the name: Turning Point Benefit Group previously reported a position in LRCX as recently as Q4 2025.

Turning Point Benefit Group first reported a position in LRCX in Q3 2025 and has held it in 3 quarters since. 3,146 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Turning Point Benefit Group held 913 shares of Lam Research worth $391K as of Q2 2026.
  • Lam Research was a new Turning Point Benefit Group position in Q2 2026.
  • Lam Research made up 0.17% of Turning Point Benefit Group's portfolio in Q2 2026, its #79 holding.
  • Turning Point Benefit Group first reported a position in Lam Research in Q3 2025 and has held it in 3 quarters since.
  • 3,146 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Turning Point Benefit Group's 13F filing for Q2 2026, filed 23 Jul 2026.