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WealthShield Partners’s Lam Research LRCX Stock Holding History

WealthShield 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 		$7.76M Sell
17,906
-4,883
-21% -$1.48M 1.19% 21
2026
Q1 		$4.87M Sell
22,789
-4,425
-16% -$989K 0.54% 49
2025
Q4 		$4.66M Sell
27,214
-767
-3% -$119K 0.51% 56
2025
Q3 		$3.75M Buy
27,981
+523
+2% +$55.4K 0.42% 62
2025
Q2 		$2.67M Buy
+27,458
New +$2.18M 0.32% 91
2021
Q4 		– Sell
-5,260
Closed -$299K – 294
2021
Q3 		$299K Buy
5,260
+620
+13% +$37.7K 0.08% 190
2021
Q2 		$302K Buy
4,640
+2,500
+117% +$158K 0.05% 207
2021
Q1 		$127K Buy
+2,140
New +$117K 0.02% 312

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

WealthShield Partners's LRCX Position: Q2 2026 in Review

WealthShield Partners reduced its Lam Research (LRCX) stake by 21% in Q2 2026, selling an estimated $1.48M and leaving 17,906 shares worth $7.76M. The position accounts for 1.19% of the portfolio, ranked #21.

WealthShield Partners first reported a position in LRCX in Q1 2021 and has held it in 8 quarters since. 3,137 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • WealthShield Partners held 17,906 shares of Lam Research worth $7.76M as of Q2 2026.
  • WealthShield Partners sold 4,883 Lam Research shares in Q2 2026, an estimated $1.48M.
  • Lam Research made up 1.19% of WealthShield Partners's portfolio in Q2 2026, its #21 holding.
  • WealthShield Partners first reported a position in Lam Research in Q1 2021 and has held it in 8 quarters since.
  • 3,137 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.