Watershed Private Wealth’s Lam Research LRCX Stock Holding History

Watershed Private Wealth’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	$850K	Sell	1,962 -3,674	-65%	-$1.12M	0.24%	58
2026 Q1	$1.2M	Sell	5,636 -308	-5%	-$68.9K	0.38%	49
2025 Q4	$1.02M	Buy	5,944 +142	+2%	+$22.1K	0.31%	56
2025 Q3	$777K	Sell	5,802 -38	-0.7%	-$4.02K	0.25%	63
2025 Q2	$568K	Sell	5,840 -320	-5%	-$25.4K	0.21%	64
2025 Q1	$448K	Hold	6,160	–	–	0.18%	73
2024 Q4	$445K	Buy	+6,160	New	+$467K	0.17%	73
2024 Q3	–	Sell	-6,550	Closed	-$697K	–	120
2024 Q2	$697K	Sell	6,550 -10	-0.2%	-$959	0.3%	60
2024 Q1	$637K	Hold	6,560	–	–	0.28%	65
2023 Q4	$514K	Hold	6,560	–	–	0.28%	63
2023 Q3	$411K	Hold	6,560	–	–	0.25%	66
2023 Q2	$422K	Hold	6,560	–	–	0.26%	63
2023 Q1	$348K	Hold	6,560	–	–	0.24%	67
2022 Q4	$276K	Buy	+6,560	New	+$274K	0.21%	68

Other funds holding LRCX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Watershed Private Wealth's LRCX Position: Q2 2026 in Review

Watershed Private Wealth reduced its Lam Research (LRCX) stake by 65% in Q2 2026, selling an estimated $1.12M and leaving 1,962 shares worth $850K. The position accounts for 0.24% of the portfolio, ranked #58.

Watershed Private Wealth first reported a position in LRCX in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.2M in Q1 2026. 3,108 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Watershed Private Wealth held 1,962 shares of Lam Research worth $850K as of Q2 2026.
Watershed Private Wealth sold 3,674 Lam Research shares in Q2 2026, an estimated $1.12M.
Lam Research made up 0.24% of Watershed Private Wealth's portfolio in Q2 2026, its #58 holding.
Watershed Private Wealth first reported a position in Lam Research in Q4 2022 and has held it in 14 quarters since.
Watershed Private Wealth's Lam Research position peaked at $1.2M in Q1 2026.
3,108 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Watershed Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.