Wescott Financial Advisory Group’s Lam Research LRCX Stock Holding History

Wescott Financial Advisory Group’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	$250K	Buy	+577	New	+$175K	0.02%	178

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

Wescott Financial Advisory Group's LRCX Position: Q2 2026 in Review

Wescott Financial Advisory Group opened a new position in Lam Research (LRCX) in Q2 2026: 577 shares worth $250K. The stake represents 0.02% of the portfolio and ranks #178 among its holdings.

3,114 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Wescott Financial Advisory Group held 577 shares of Lam Research worth $250K as of Q2 2026.
Lam Research was a new Wescott Financial Advisory Group position in Q2 2026.
Lam Research made up 0.02% of Wescott Financial Advisory Group's portfolio in Q2 2026, its #178 holding.
3,114 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.