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VSM Wealth Advisory’s Lam Research LRCX Stock Holding History

VSM Wealth Advisory’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 		$143K Sell
330
-308
-48% -$93.5K 0.04% 130
2026
Q1 		$151K Buy
638
+308
+93% +$68.9K 0.05% 127
2025
Q4 		$56.5K Hold
330
– – 0.02% 191
2025
Q3 		$44.2K Hold
330
– – 0.01% 203
2025
Q2 		$32.1K Hold
330
– – 0.01% 259
2025
Q1 		$24K Hold
330
– – 0.01% 259
2024
Q4 		$23.8K Buy
+330
New +$25K 0.01% 254

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

VSM Wealth Advisory's LRCX Position: Q2 2026 in Review

VSM Wealth Advisory reduced its Lam Research (LRCX) stake by 48% in Q2 2026, selling an estimated $93.5K and leaving 330 shares worth $143K. The position accounts for 0.04% of the portfolio, ranked #130.

VSM Wealth Advisory first reported a position in LRCX in Q4 2024 and has held it in 7 quarters since. The position peaked at $151K in Q1 2026. 3,118 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • VSM Wealth Advisory held 330 shares of Lam Research worth $143K as of Q2 2026.
  • VSM Wealth Advisory sold 308 Lam Research shares in Q2 2026, an estimated $93.5K.
  • Lam Research made up 0.04% of VSM Wealth Advisory's portfolio in Q2 2026, its #130 holding.
  • VSM Wealth Advisory first reported a position in Lam Research in Q4 2024 and has held it in 7 quarters since.
  • VSM Wealth Advisory's Lam Research position peaked at $151K in Q1 2026.
  • 3,118 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.