WWM
LRCX icon

Western Wealth Management’s Lam Research LRCX Stock Holding History

Western Wealth Management’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 		$4.2M Sell
9,684
-407
-4% -$124K 0.14% 147
2026
Q1 		$2.16M Buy
10,091
+7,139
+242% +$1.6M 0.08% 266
2025
Q4 		$505K Buy
2,952
+63
+2% +$9.8K 0.02% 516
2025
Q3 		$387K Buy
2,889
+33
+1% +$3.49K 0.02% 514
2025
Q2 		$278K Sell
2,856
-83
-3% -$6.58K 0.02% 571
2025
Q1 		$214K Sell
2,939
-4,292
-59% -$338K 0.01% 634
2024
Q4 		$522K Sell
7,231
-869
-11% -$65.9K 0.03% 446
2024
Q3 		$661K Buy
8,100
+5,950
+277% +$517K 0.04% 389
2024
Q2 		$229K Buy
+2,150
New +$206K 0.02% 589
2024
Q1 		– Sell
-7,680
Closed -$601K – 688
2023
Q4 		$601K Buy
7,680
+1,020
+15% +$69.5K 0.04% 366
2023
Q3 		$418K Buy
6,660
+240
+4% +$15.8K 0.04% 424
2023
Q2 		$413K Buy
+6,420
New +$362K 0.04% 427
2022
Q2 		– Sell
-4,320
Closed -$232K – 825
2022
Q1 		$232K Buy
+4,320
New +$251K 0.01% 751
2021
Q2 		$221K Buy
+3,360
New +$212K 0.02% 577

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 $3.38T AUM 44.17% 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

Western Wealth Management's LRCX Position: Q2 2026 in Review

Western Wealth Management reduced its Lam Research (LRCX) stake by 4% in Q2 2026, selling an estimated $124K and leaving 9,684 shares worth $4.2M. The position accounts for 0.14% of the portfolio, ranked #147.

Western Wealth Management first reported a position in LRCX in Q2 2021 and has held it in 14 quarters since. 3,146 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Western Wealth Management held 9,684 shares of Lam Research worth $4.2M as of Q2 2026.
  • Western Wealth Management sold 407 Lam Research shares in Q2 2026, an estimated $124K.
  • Lam Research made up 0.14% of Western Wealth Management's portfolio in Q2 2026, its #147 holding.
  • Western Wealth Management first reported a position in Lam Research in Q2 2021 and has held it in 14 quarters since.
  • 3,146 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.