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Wealth Advisory Solutions’s Lam Research LRCX Stock Holding History

Wealth Advisory Solutions’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 		$266K Buy
+613
New +$186K 0.05% 124
2026
Q1 		– Sell
-1,742
Closed -$298K – 150
2025
Q4 		$298K Sell
1,742
-495
-22% -$77K 0.07% 109
2025
Q3 		$300K Hold
2,237
– – 0.07% 112
2025
Q2 		$218K Buy
+2,237
New +$177K 0.06% 136

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

Wealth Advisory Solutions's LRCX Position: Q2 2026 in Review

Wealth Advisory Solutions opened a new position in Lam Research (LRCX) in Q2 2026: 613 shares worth $266K. The stake represents 0.05% of the portfolio and ranks #124 among its holdings. This is a return to the name: Wealth Advisory Solutions previously reported a position in LRCX as recently as Q4 2025.

Wealth Advisory Solutions first reported a position in LRCX in Q2 2025 and has held it in 4 quarters since. The position peaked at $300K in Q3 2025. 3,130 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Wealth Advisory Solutions held 613 shares of Lam Research worth $266K as of Q2 2026.
  • Lam Research was a new Wealth Advisory Solutions position in Q2 2026.
  • Lam Research made up 0.05% of Wealth Advisory Solutions's portfolio in Q2 2026, its #124 holding.
  • Wealth Advisory Solutions first reported a position in Lam Research in Q2 2025 and has held it in 4 quarters since.
  • Wealth Advisory Solutions's Lam Research position peaked at $300K in Q3 2025.
  • 3,130 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Wealth Advisory Solutions's 13F filing for Q2 2026, filed 24 Jul 2026.