Wharton Business Group’s Lam Research LRCX Stock Holding History

Wharton Business 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	$494K	Hold	1,140	–	–	0.02%	99
2026 Q1	$244K	Buy	+1,140	New	+$255K	0.01%	129

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

Wharton Business Group's LRCX Position: Q2 2026 in Review

Wharton Business Group held its Lam Research (LRCX) position steady in Q2 2026 at 1,140 shares worth $494K. The position accounts for 0.02% of the portfolio, ranked #99.

Wharton Business Group first reported a position in LRCX in Q1 2026 and has held it in 2 quarters since. 3,118 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Wharton Business Group held 1,140 shares of Lam Research worth $494K as of Q2 2026.
Wharton Business Group left its Lam Research share count unchanged in Q2 2026.
Lam Research made up 0.02% of Wharton Business Group's portfolio in Q2 2026, its #99 holding.
Wharton Business Group first reported a position in Lam Research in Q1 2026 and has held it in 2 quarters since.
3,118 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Wharton Business Group's 13F filing for Q2 2026, filed 10 Aug 2026.