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Venturi Wealth Management’s Lam Research LRCX Stock Holding History

Venturi Wealth Management’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 		$3.82M Sell
8,823
-348
-4% -$106K 0.15% 82
2026
Q1 		$1.96M Sell
9,171
-4,804
-34% -$1.07M 0.09% 124
2025
Q4 		$2.39M Buy
13,975
+171
+1% +$26.6K 0.11% 108
2025
Q3 		$1.85M Sell
13,804
-3,066
-18% -$325K 0.09% 125
2025
Q2 		$1.64M Sell
16,870
-2,287
-12% -$181K 0.08% 141
2025
Q1 		$1.39M Buy
19,157
+2,632
+16% +$207K 0.07% 157
2024
Q4 		$1.19M Buy
16,525
+2,185
+15% +$166K 0.06% 185
2024
Q3 		$1.17M Sell
14,340
-1,100
-7% -$95.6K 0.06% 174
2024
Q2 		$1.64M Sell
15,440
-1,070
-6% -$103K 0.1% 128
2024
Q1 		$1.6M Sell
16,510
-3,850
-19% -$339K 0.1% 117
2023
Q4 		$1.59M Sell
20,360
-1,520
-7% -$104K 0.11% 108
2023
Q3 		$1.37M Sell
21,880
-1,020
-4% -$67K 0.11% 114
2023
Q2 		$1.47M Sell
22,900
-610
-3% -$34.4K 0.12% 100
2023
Q1 		$1.25M Sell
23,510
-2,000
-8% -$98.2K 0.1% 119
2022
Q4 		$1.07M Buy
25,510
+1,580
+7% +$66.1K 0.09% 153
2022
Q3 		$875K Buy
23,930
+3,950
+20% +$176K 0.08% 152
2022
Q2 		$851K Buy
19,980
+830
+4% +$39.5K 0.08% 162
2022
Q1 		$1.03M Buy
19,150
+510
+3% +$29.7K 0.08% 153
2021
Q4 		$1.34M Sell
18,640
-170
-0.9% -$10.7K 0.1% 127
2021
Q3 		$1.07M Sell
18,810
-5,470
-23% -$333K 0.09% 149
2021
Q2 		$1.58M Sell
24,280
-1,440
-6% -$90.9K 0.14% 102
2021
Q1 		$1.53M Sell
25,720
-5,450
-17% -$297K 0.15% 99
2020
Q4 		$1.47M Buy
31,170
+70
+0.2% +$2.94K 0.15% 94
2020
Q3 		$1.03M Buy
31,100
+9,250
+42% +$319K 0.12% 127
2020
Q2 		$707K Buy
+21,850
New +$596K 0.09% 136

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

Venturi Wealth Management's LRCX Position: Q2 2026 in Review

Venturi Wealth Management reduced its Lam Research (LRCX) stake by 3.8% in Q2 2026, selling an estimated $106K and leaving 8,823 shares worth $3.82M. The position accounts for 0.15% of the portfolio, ranked #82.

Venturi Wealth Management first reported a position in LRCX in Q2 2020 and has held it in 25 quarters since. 3,124 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Venturi Wealth Management held 8,823 shares of Lam Research worth $3.82M as of Q2 2026.
  • Venturi Wealth Management sold 348 Lam Research shares in Q2 2026, an estimated $106K.
  • Lam Research made up 0.15% of Venturi Wealth Management's portfolio in Q2 2026, its #82 holding.
  • Venturi Wealth Management first reported a position in Lam Research in Q2 2020 and has held it in 25 quarters since.
  • 3,124 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Venturi Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.