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Whipplewood Advisors’s Lam Research LRCX Stock Holding History

Whipplewood Advisors’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 		$17.3K Sell
40
-1,452
-97% -$441K 0.01% 207
2026
Q1 		$319K Buy
1,492
+492
+49% +$110K 0.17% 105
2025
Q4 		$171K Hold
1,000
– – 0.11% 134
2025
Q3 		$134K Sell
1,000
-458
-31% -$48.5K 0.09% 141
2025
Q2 		$142K Buy
1,458
+403
+38% +$32K 0.08% 197
2025
Q1 		$113K Buy
+1,055
New +$83.1K 0.07% 209

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

Whipplewood Advisors's LRCX Position: Q2 2026 in Review

Whipplewood Advisors reduced its Lam Research (LRCX) stake by 97% in Q2 2026, selling an estimated $441K and leaving 40 shares worth $17.3K. The position accounts for 0.01% of the portfolio, ranked #207.

Whipplewood Advisors first reported a position in LRCX in Q1 2025 and has held it in 6 quarters since. The position peaked at $319K in Q1 2026. 3,125 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Whipplewood Advisors held 40 shares of Lam Research worth $17.3K as of Q2 2026.
  • Whipplewood Advisors sold 1,452 Lam Research shares in Q2 2026, an estimated $441K.
  • Lam Research made up 0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #207 holding.
  • Whipplewood Advisors first reported a position in Lam Research in Q1 2025 and has held it in 6 quarters since.
  • Whipplewood Advisors's Lam Research position peaked at $319K in Q1 2026.
  • 3,125 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.