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United Asset Strategies’s Lam Research LRCX Stock Holding History

United Asset Strategies’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 		$1.44M Sell
3,329
-267
-7% -$81.1K 0.1% 121
2026
Q1 		$768K Buy
+3,596
New +$804K 0.06% 164
2018
Q1 		– Sell
-20,040
Closed -$369K – 203
2017
Q4 		$369K Sell
20,040
-2,800
-12% -$55K 0.1% 149
2017
Q3 		$423K Buy
+22,840
New +$371K 0.24% 79

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

United Asset Strategies's LRCX Position: Q2 2026 in Review

United Asset Strategies reduced its Lam Research (LRCX) stake by 7.4% in Q2 2026, selling an estimated $81.1K and leaving 3,329 shares worth $1.44M. The position accounts for 0.1% of the portfolio, ranked #121.

United Asset Strategies first reported a position in LRCX in Q3 2017 and has held it in 4 quarters since. 3,123 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • United Asset Strategies held 3,329 shares of Lam Research worth $1.44M as of Q2 2026.
  • United Asset Strategies sold 267 Lam Research shares in Q2 2026, an estimated $81.1K.
  • Lam Research made up 0.1% of United Asset Strategies's portfolio in Q2 2026, its #121 holding.
  • United Asset Strategies first reported a position in Lam Research in Q3 2017 and has held it in 4 quarters since.
  • 3,123 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on United Asset Strategies's 13F filing for Q2 2026, filed 13 Jul 2026.