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WCG Wealth Advisors’s Lam Research LRCX Stock Holding History

WCG Wealth 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 		$4.51M Sell
10,398
-3,934
-27% -$1.19M 0.11% 184
2026
Q1 		$3.06M Sell
14,332
-12,662
-47% -$2.83M 0.09% 217
2025
Q4 		$4.62M Buy
26,994
+11,191
+71% +$1.74M 0.13% 154
2025
Q3 		$2.12M Sell
15,803
-3,002
-16% -$318K 0.13% 151
2025
Q2 		$1.83M Sell
18,805
-1,693
-8% -$134K 0.12% 171
2025
Q1 		$1.49M Buy
+20,498
New +$1.61M 0.11% 164

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

WCG Wealth Advisors's LRCX Position: Q2 2026 in Review

WCG Wealth Advisors reduced its Lam Research (LRCX) stake by 27% in Q2 2026, selling an estimated $1.19M and leaving 10,398 shares worth $4.51M. The position accounts for 0.11% of the portfolio, ranked #184.

WCG Wealth Advisors first reported a position in LRCX in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.62M in Q4 2025. 3,121 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • WCG Wealth Advisors held 10,398 shares of Lam Research worth $4.51M as of Q2 2026.
  • WCG Wealth Advisors sold 3,934 Lam Research shares in Q2 2026, an estimated $1.19M.
  • Lam Research made up 0.11% of WCG Wealth Advisors's portfolio in Q2 2026, its #184 holding.
  • WCG Wealth Advisors first reported a position in Lam Research in Q1 2025 and has held it in 6 quarters since.
  • WCG Wealth Advisors's Lam Research position peaked at $4.62M in Q4 2025.
  • 3,121 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.