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Wellington-Altus USA’s Lam Research LRCX Stock Holding History

Wellington-Altus USA’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 		$360K Buy
1,686
+476
+39% +$144K 0.26% 84
2026
Q1 		$524K Sell
1,210
-351
-22% -$78.5K 0.31% 80
2025
Q4 		$267K Buy
+1,561
New +$243K 0.2% 96

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

Wellington-Altus USA's LRCX Position: Q2 2026 in Review

Wellington-Altus USA increased its Lam Research (LRCX) stake by 39% in Q2 2026, buying an estimated $144K and bringing the position to 1,686 shares worth $360K. The position accounts for 0.26% of the portfolio, ranked #84.

Wellington-Altus USA first reported a position in LRCX in Q4 2025 and has held it in 3 quarters since. The position peaked at $524K in Q1 2026. 3,140 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Wellington-Altus USA held 1,686 shares of Lam Research worth $360K as of Q2 2026.
  • Wellington-Altus USA bought 476 Lam Research shares in Q2 2026, an estimated $144K.
  • Lam Research made up 0.26% of Wellington-Altus USA's portfolio in Q2 2026, its #84 holding.
  • Wellington-Altus USA first reported a position in Lam Research in Q4 2025 and has held it in 3 quarters since.
  • Wellington-Altus USA's Lam Research position peaked at $524K in Q1 2026.
  • 3,140 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.