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

Wealth Enhancement Trust 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 		$2.92M Buy
6,730
+666
+11% +$202K 0.32% 72
2026
Q1 		$1.3M Buy
6,064
+5,858
+2,844% +$1.31M 0.16% 124
2025
Q4 		$35.3K Buy
+206
New +$32K ﹤0.01% 469

Other funds holding LRCX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Wealth Enhancement Trust Services's LRCX Position: Q2 2026 in Review

Wealth Enhancement Trust Services increased its Lam Research (LRCX) stake by 11% in Q2 2026, buying an estimated $202K and bringing the position to 6,730 shares worth $2.92M. The position accounts for 0.32% of the portfolio, ranked #72.

Wealth Enhancement Trust Services first reported a position in LRCX in Q4 2025 and has held it in 3 quarters since. 2,425 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Wealth Enhancement Trust Services held 6,730 shares of Lam Research worth $2.92M as of Q2 2026.
  • Wealth Enhancement Trust Services bought 666 Lam Research shares in Q2 2026, an estimated $202K.
  • Lam Research made up 0.32% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #72 holding.
  • Wealth Enhancement Trust Services first reported a position in Lam Research in Q4 2025 and has held it in 3 quarters since.
  • 2,425 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

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