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Waypoint Wealth Counsel’s Lam Research LRCX Stock Holding History

Waypoint Wealth Counsel’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 		– Sell
-1,084
Closed -$232K – 199
2026
Q1 		$232K Sell
1,084
-373
-26% -$83.4K 0.12% 187
2025
Q4 		$249K Buy
+1,457
New +$227K 0.09% 222

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

Waypoint Wealth Counsel's LRCX Position: Q2 2026 in Review

Waypoint Wealth Counsel sold out of Lam Research (LRCX) in Q2 2026, closing a stake of 1,084 shares — an estimated $232K sold.

Waypoint Wealth Counsel first reported a position in LRCX in Q4 2025 and held it in 2 quarters. The position peaked at $249K in Q4 2025. 3,130 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Waypoint Wealth Counsel reported no remaining Lam Research position as of Q2 2026 after selling out during the quarter.
  • Waypoint Wealth Counsel sold 1,084 Lam Research shares in Q2 2026, an estimated $232K.
  • Waypoint Wealth Counsel first reported a position in Lam Research in Q4 2025 and held it in 2 quarters.
  • Waypoint Wealth Counsel's Lam Research position peaked at $249K in Q4 2025.
  • 3,130 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q2 2026, filed 4 Aug 2026.