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Wealth Management Associates’s Lam Research LRCX Stock Holding History

Wealth Management Associates’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 		$525K Sell
1,212
-174
-13% -$52.8K 0.14% 126
2026
Q1 		$296K Sell
1,386
-140
-9% -$31.3K 0.1% 183
2025
Q4 		$261K Sell
1,526
-145
-9% -$22.6K 0.09% 194
2025
Q3 		$224K Buy
+1,671
New +$177K 0.08% 210
2024
Q3 		– Sell
-2,340
Closed -$249K – 216
2024
Q2 		$249K Hold
2,340
– – 0.12% 166
2024
Q1 		$249K Sell
2,340
-440
-16% -$38.7K 0.12% 166
2023
Q4 		$218K Buy
+2,780
New +$189K 0.11% 179
2021
Q4 		– Sell
-3,900
Closed -$222K – 199
2021
Q3 		$222K Hold
3,900
– – 0.13% 175
2021
Q2 		$254K Buy
+3,900
New +$246K 0.14% 166

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 Management Associates's LRCX Position: Q2 2026 in Review

Wealth Management Associates reduced its Lam Research (LRCX) stake by 13% in Q2 2026, selling an estimated $52.8K and leaving 1,212 shares worth $525K. The position accounts for 0.14% of the portfolio, ranked #126.

Wealth Management Associates first reported a position in LRCX in Q2 2021 and has held it in 9 quarters since. 3,130 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Wealth Management Associates held 1,212 shares of Lam Research worth $525K as of Q2 2026.
  • Wealth Management Associates sold 174 Lam Research shares in Q2 2026, an estimated $52.8K.
  • Lam Research made up 0.14% of Wealth Management Associates's portfolio in Q2 2026, its #126 holding.
  • Wealth Management Associates first reported a position in Lam Research in Q2 2021 and has held it in 9 quarters since.
  • 3,130 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Wealth Management Associates's 13F filing for Q2 2026, filed 21 Jul 2026.