WBI Investments’s Lam Research LRCX Stock Holding History

WBI Investments’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	$692K	Buy	+1,597	New	+$485K	0.17%	159
2025 Q4	–	Sell	-21,051	Closed	-$2.82M	–	356
2025 Q3	$2.82M	Buy	21,051 +11,226	+114%	+$1.19M	0.72%	21
2025 Q2	$956K	Sell	9,825 -17,076	-63%	-$1.35M	0.25%	116
2025 Q1	$1.96M	Buy	26,901 +9,697	+56%	+$764K	0.52%	56
2024 Q4	$1.24M	Buy	+17,204	New	+$1.3M	0.31%	97
2024 Q3	–	Sell	-51,080	Closed	-$5.44M	–	252
2024 Q2	$5.44M	Buy	51,080 +48,620	+1,976%	+$4.66M	1.32%	16
2024 Q1	$239K	Buy	+2,460	New	+$216K	0.05%	184
2023 Q3	–	Sell	-84,100	Closed	-$5.41M	–	214
2023 Q2	$5.41M	Buy	+84,100	New	+$4.74M	0.98%	20
2022 Q1	–	Sell	-116,920	Closed	-$8.22M	–	210
2021 Q4	$8.22M	Buy	+116,920	New	+$7.33M	1.32%	12
2016 Q4	–	Sell	-413,720	Closed	-$3.92M	–	349
2016 Q3	$3.92M	Buy	+413,720	New	+$3.76M	0.15%	97

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

WBI Investments's LRCX Position: Q2 2026 in Review

WBI Investments opened a new position in Lam Research (LRCX) in Q2 2026: 1,597 shares worth $692K. The stake represents 0.17% of the portfolio and ranks #159 among its holdings. This is a return to the name: WBI Investments previously reported a position in LRCX as recently as Q3 2025.

WBI Investments first reported a position in LRCX in Q3 2016 and has held it in 10 quarters since. The position peaked at $8.22M in Q4 2021. 3,135 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

WBI Investments held 1,597 shares of Lam Research worth $692K as of Q2 2026.
Lam Research was a new WBI Investments position in Q2 2026.
Lam Research made up 0.17% of WBI Investments's portfolio in Q2 2026, its #159 holding.
WBI Investments first reported a position in Lam Research in Q3 2016 and has held it in 10 quarters since.
WBI Investments's Lam Research position peaked at $8.22M in Q4 2021.
3,135 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on WBI Investments's 13F filing for Q2 2026, filed 11 Aug 2026.