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Walkner Condon Financial Advisors’s Lam Research LRCX Stock Holding History

Walkner Condon Financial Advisors’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 		$993K Buy
2,291
+23
+1% +$6.98K 0.11% 125
2026
Q1 		$485K Sell
2,268
-54
-2% -$12.1K 0.06% 177
2025
Q4 		$397K Buy
2,322
+86
+4% +$13.4K 0.06% 205
2025
Q3 		$299K Sell
2,236
-47
-2% -$4.98K 0.05% 232
2025
Q2 		$222K Buy
+2,283
New +$181K 0.04% 258

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

Walkner Condon Financial Advisors's LRCX Position: Q2 2026 in Review

Walkner Condon Financial Advisors increased its Lam Research (LRCX) stake by 1% in Q2 2026, buying an estimated $6.98K and bringing the position to 2,291 shares worth $993K. The position accounts for 0.11% of the portfolio, ranked #125.

Walkner Condon Financial Advisors first reported a position in LRCX in Q2 2025 and has held it in 5 quarters since. 3,146 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Walkner Condon Financial Advisors held 2,291 shares of Lam Research worth $993K as of Q2 2026.
  • Walkner Condon Financial Advisors bought 23 Lam Research shares in Q2 2026, an estimated $6.98K.
  • Lam Research made up 0.11% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #125 holding.
  • Walkner Condon Financial Advisors first reported a position in Lam Research in Q2 2025 and has held it in 5 quarters since.
  • 3,146 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.