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Wealth Preservation Advisors’s Lam Research LRCX Stock Holding History

Wealth Preservation Advisors’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 		– Sell
-169
Closed -$36.1K – 556
2026
Q1 		$36.1K Buy
169
+132
+357% +$29.5K 0.03% 219
2025
Q4 		$6.33K Sell
37
-18
-33% -$2.8K ﹤0.01% 347
2025
Q3 		$7.37K Sell
55
-35
-39% -$3.71K ﹤0.01% 321
2025
Q2 		$8.76K Sell
90
-6
-6% -$476 0.01% 299
2025
Q1 		$6.98K Buy
+96
New +$7.56K 0.01% 344

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 Preservation Advisors's LRCX Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Lam Research (LRCX) in Q2 2026, closing a stake of 169 shares — an estimated $36.1K sold.

Wealth Preservation Advisors first reported a position in LRCX in Q1 2025 and held it in 5 quarters. The position peaked at $36.1K in Q1 2026. 3,110 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Lam Research position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 169 Lam Research shares in Q2 2026, an estimated $36.1K.
  • Wealth Preservation Advisors first reported a position in Lam Research in Q1 2025 and held it in 5 quarters.
  • Wealth Preservation Advisors's Lam Research position peaked at $36.1K in Q1 2026.
  • 3,110 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.