Wealth Effects’s Lam Research LRCX Stock Holding History

Wealth Effects’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	$574K	Hold	1,325	–	–	0.16%	117
2026 Q1	$283K	Sell	1,325 -195	-13%	-$43.6K	0.1%	165
2025 Q4	$260K	Hold	1,520	–	–	0.08%	170
2025 Q3	$204K	Buy	+1,520	New	+$161K	0.07%	201

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

Wealth Effects's LRCX Position: Q2 2026 in Review

Wealth Effects held its Lam Research (LRCX) position steady in Q2 2026 at 1,325 shares worth $574K. The position accounts for 0.16% of the portfolio, ranked #117.

Wealth Effects first reported a position in LRCX in Q3 2025 and has held it in 4 quarters since. 3,130 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Wealth Effects held 1,325 shares of Lam Research worth $574K as of Q2 2026.
Wealth Effects left its Lam Research share count unchanged in Q2 2026.
Lam Research made up 0.16% of Wealth Effects's portfolio in Q2 2026, its #117 holding.
Wealth Effects first reported a position in Lam Research in Q3 2025 and has held it in 4 quarters since.
3,130 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Wealth Effects's 13F filing for Q2 2026, filed 6 Aug 2026.