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Wealth Architects’s Lam Research LRCX Stock Holding History

Wealth Architects’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 		$77.2M Sell
178,222
-85,020
-32% -$25.8M 6.1% 2
2026
Q1 		$56.2M Sell
263,242
-30
-0% -$6.71K 5.01% 4
2025
Q4 		$45.1M Sell
263,272
-168
-0.1% -$26.1K 4.06% 6
2025
Q3 		$35.3M Buy
263,440
+106
+0% +$11.2K 3.33% 8
2025
Q2 		$25.6M Sell
263,334
-989
-0.4% -$78.4K 2.6% 12
2025
Q1 		$19.2M Sell
264,323
-458
-0.2% -$36.1K 2.12% 12
2024
Q4 		$19.1M Sell
264,781
-619
-0.2% -$47K 2.16% 13
2024
Q3 		$21.7M Sell
265,400
-37,210
-12% -$3.24M 2.45% 12
2024
Q2 		$32.2M Buy
302,610
+300,340
+13,231% +$28.8M 3.94% 7
2024
Q1 		$221K Buy
+2,270
New +$200K 0.03% 192

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 Architects's LRCX Position: Q2 2026 in Review

Wealth Architects reduced its Lam Research (LRCX) stake by 32% in Q2 2026, selling an estimated $25.8M and leaving 178,222 shares worth $77.2M. The position accounts for 6.1% of the portfolio, ranked #2.

Wealth Architects first reported a position in LRCX in Q1 2024 and has held it in 10 quarters since. 3,130 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Wealth Architects held 178,222 shares of Lam Research worth $77.2M as of Q2 2026.
  • Wealth Architects sold 85,020 Lam Research shares in Q2 2026, an estimated $25.8M.
  • Lam Research made up 6.1% of Wealth Architects's portfolio in Q2 2026, its #2 holding.
  • Wealth Architects first reported a position in Lam Research in Q1 2024 and has held it in 10 quarters since.
  • 3,130 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Wealth Architects's 13F filing for Q2 2026, filed 23 Jul 2026.