Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s Lam Research LRCX Stock Holding History

Wealth Enhancement Advisory Services’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 		$323M Sell
986,841
-88,884
-8% -$27M 0.54% 29
2026
Q1 		$219M Sell
1,075,725
-846,202
-44% -$189M 0.45% 33
2025
Q4 		$401M Buy
1,921,927
+1,621,014
+539% +$252M 0.54% 29
2025
Q3 		$42.2M Sell
300,913
-20,578
-6% -$2.18M 0.06% 269
2025
Q2 		$31.8M Buy
321,491
+21,298
+7% +$1.69M 0.05% 308
2025
Q1 		$21.8M Buy
300,193
+36,825
+14% +$2.9M 0.04% 371
2024
Q4 		$19M Buy
263,368
+87,778
+50% +$6.66M 0.04% 386
2024
Q3 		$14.3M Sell
175,590
-96,890
-36% -$8.42M 0.03% 428
2024
Q2 		$29M Buy
272,480
+10,280
+4% +$986K 0.07% 267
2024
Q1 		$25.5M Sell
262,200
-103,280
-28% -$9.09M 0.07% 276
2023
Q4 		$28.6M Sell
365,480
-4,300
-1% -$293K 0.08% 227
2023
Q3 		$23.2M Buy
369,780
+351,020
+1,871% +$23.1M 0.08% 249
2023
Q2 		$1.21M Sell
18,760
-22,600
-55% -$1.27M 0.01% 248
2023
Q1 		$2.19M Buy
+41,360
New +$2.03M 0.03% 206
2021
Q4 		– Sell
-26,420
Closed -$1.45M – 320
2021
Q3 		$1.45M Sell
26,420
-87,780
-77% -$5.34M 0.02% 168
2021
Q2 		$6.97M Buy
+114,200
New +$7.21M 0.11% 83
2020
Q3 		– Sell
-41,700
Closed -$1.51M – 223
2020
Q2 		$1.51M Buy
+41,700
New +$1.14M 0.04% 145
2016
Q3 		– Sell
-169,070
Closed -$1.42M – 163
2016
Q2 		$1.42M Buy
169,070
+17,280
+11% +$139K 0.26% 66
2016
Q1 		$1.25M Buy
151,790
+22,980
+18% +$167K 0.25% 58
2015
Q4 		$1.02M Buy
128,810
+15,700
+14% +$118K 0.26% 69
2015
Q3 		$761K Buy
113,110
+19,480
+21% +$143K 0.23% 102
2015
Q2 		$762K Buy
93,630
+15,210
+19% +$119K 0.24% 83
2015
Q1 		$551K Buy
+78,420
New +$620K 0.21% 100

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 Enhancement Advisory Services's LRCX Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Lam Research (LRCX) stake by 8.3% in Q2 2026, selling an estimated $27M and leaving 986,841 shares worth $323M. The position accounts for 0.54% of the portfolio, ranked #29.

Wealth Enhancement Advisory Services first reported a position in LRCX in Q1 2015 and has held it in 23 quarters since. The position peaked at $401M in Q4 2025. 3,130 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Wealth Enhancement Advisory Services held 986,841 shares of Lam Research worth $323M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 88,884 Lam Research shares in Q2 2026, an estimated $27M.
  • Lam Research made up 0.54% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #29 holding.
  • Wealth Enhancement Advisory Services first reported a position in Lam Research in Q1 2015 and has held it in 23 quarters since.
  • Wealth Enhancement Advisory Services's Lam Research position peaked at $401M in Q4 2025.
  • 3,130 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.