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West Wealth Group’s Lam Research LRCX Stock Holding History

West Wealth 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 		$1.91M Sell
4,399
-7
-0.2% -$2.13K 0.31% 33
2026
Q1 		$941K Buy
4,406
+5
+0.1% +$1.12K 0.19% 40
2025
Q4 		$753K Sell
4,401
-82
-2% -$12.8K 0.16% 49
2025
Q3 		$649K Buy
4,483
+98
+2% +$10.4K 0.15% 51
2025
Q2 		$421K Buy
4,385
+27
+0.6% +$2.14K 0.1% 63
2025
Q1 		$317K Buy
4,358
+10
+0.2% +$787 0.09% 71
2024
Q4 		$314K Buy
4,348
+8
+0.2% +$607 0.09% 69
2024
Q3 		$354K Buy
4,340
+10
+0.2% +$869 0.11% 58
2024
Q2 		$461K Hold
4,330
– – 0.16% 50
2024
Q1 		$420K Buy
4,330
+10
+0.2% +$880 0.16% 51
2023
Q4 		$338K Sell
4,320
-20
-0.5% -$1.36K 0.13% 62
2023
Q3 		$272K Buy
4,340
+230
+6% +$15.1K 0.12% 60
2023
Q2 		$264K Buy
4,110
+10
+0.2% +$564 0.11% 55
2023
Q1 		$217K Buy
+4,100
New +$201K 0.1% 62

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

West Wealth Group's LRCX Position: Q2 2026 in Review

West Wealth Group reduced its Lam Research (LRCX) stake by 0.16% in Q2 2026, selling an estimated $2.13K and leaving 4,399 shares worth $1.91M. The position accounts for 0.31% of the portfolio, ranked #33.

West Wealth Group first reported a position in LRCX in Q1 2023 and has held it in 14 quarters since. 3,114 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • West Wealth Group held 4,399 shares of Lam Research worth $1.91M as of Q2 2026.
  • West Wealth Group sold 7 Lam Research shares in Q2 2026, an estimated $2.13K.
  • Lam Research made up 0.31% of West Wealth Group's portfolio in Q2 2026, its #33 holding.
  • West Wealth Group first reported a position in Lam Research in Q1 2023 and has held it in 14 quarters since.
  • 3,114 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on West Wealth Group's 13F filing for Q2 2026, filed 6 Aug 2026.