Wealthcare Advisory Partners’s Lam Research LRCX Stock Holding History

Wealthcare Advisory Partners’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	$1.54M	Sell	3,544 -38,231	-92%	-$11.6M	0.03%	408
2026 Q1	$8.93M	Sell	41,775 -416	-1%	-$93K	0.17%	121
2025 Q4	$7.22M	Sell	42,191 -10,690	-20%	-$1.66M	0.14%	134
2025 Q3	$7.08M	Sell	52,881 -1,894	-3%	-$201K	0.15%	129
2025 Q2	$5.33M	Buy	54,775 +123	+0.2%	+$9.76K	0.12%	146
2025 Q1	$3.97M	Buy	+54,652	New	+$4.3M	0.11%	167
2024 Q3	–	Sell	-54,660	Closed	-$5.82M	–	892
2024 Q2	$5.82M	Sell	54,660 -2,740	-5%	-$263K	0.18%	99
2024 Q1	$5.58M	Buy	+57,400	New	+$5.05M	0.18%	97
2021 Q2	–	Sell	-320	Closed	-$19K	–	1290
2021 Q1	$19K	Buy	+320	New	+$17.4K	﹤0.01%	1218
2020 Q2	–	Sell	-120	Closed	-$3K	–	920
2020 Q1	$3K	Buy	+120	New	+$3.46K	﹤0.01%	1239
2019 Q3	–	Sell	-290	Closed	-$5K	–	1383
2019 Q2	$5K	Sell	290 -400	-58%	-$7.59K	﹤0.01%	1064
2019 Q1	$12K	Hold	690	–	–	﹤0.01%	775
2018 Q4	$9K	Buy	690 +10	+1%	+$143	﹤0.01%	810
2018 Q3	$10K	Sell	680 -650	-49%	-$11.1K	﹤0.01%	843
2018 Q2	$23K	Buy	1,330 +240	+22%	+$4.62K	﹤0.01%	640
2018 Q1	$22K	Buy	+1,090	New	+$21.6K	0.01%	565

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

Wealthcare Advisory Partners's LRCX Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its Lam Research (LRCX) stake by 92% in Q2 2026, selling an estimated $11.6M and leaving 3,544 shares worth $1.54M. The position accounts for 0.03% of the portfolio, ranked #408.

Wealthcare Advisory Partners first reported a position in LRCX in Q1 2018 and has held it in 16 quarters since. The position peaked at $8.93M in Q1 2026. 3,118 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Wealthcare Advisory Partners held 3,544 shares of Lam Research worth $1.54M as of Q2 2026.
Wealthcare Advisory Partners sold 38,231 Lam Research shares in Q2 2026, an estimated $11.6M.
Lam Research made up 0.03% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #408 holding.
Wealthcare Advisory Partners first reported a position in Lam Research in Q1 2018 and has held it in 16 quarters since.
Wealthcare Advisory Partners's Lam Research position peaked at $8.93M in Q1 2026.
3,118 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.