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Williams Jones Wealth Management’s Lam Research LRCX Stock Holding History

Williams Jones 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 		$119M Buy
274,278
+209
+0.1% +$63.4K 1.34% 19
2026
Q1 		$58.6M Sell
274,069
-6,871
-2% -$1.54M 0.72% 38
2025
Q4 		$48.1M Sell
280,940
-13,824
-5% -$2.15M 0.54% 48
2025
Q3 		$39.5M Hold
294,764
– – 0.45% 51
2025
Q2 		$28.7M Buy
294,764
+994
+0.3% +$78.8K 0.34% 55
2025
Q1 		$21.4M Hold
293,770
– – 0.27% 65
2024
Q4 		$21.2M Sell
293,770
-20
-0% -$1.52K 0.26% 68
2024
Q3 		$24M Sell
293,790
-60
-0% -$5.22K 0.28% 66
2024
Q2 		$31.3M Sell
293,850
-1,500
-0.5% -$144K 0.39% 50
2024
Q1 		$28.7M Sell
295,350
-940
-0.3% -$82.7K 0.37% 60
2023
Q4 		$23.2M Buy
296,290
+540
+0.2% +$36.8K 0.33% 64
2023
Q3 		$18.5M Buy
295,750
+1,930
+0.7% +$127K 0.28% 68
2023
Q2 		$18.9M Buy
293,820
+130
+0% +$7.33K 0.28% 71
2023
Q1 		$15.6M Sell
293,690
-150
-0.1% -$7.36K 0.24% 77
2022
Q4 		$12.4M Buy
293,840
+140
+0% +$5.86K 0.21% 88
2022
Q3 		$10.7M Hold
293,700
– – 0.19% 90
2022
Q2 		$12.5M Buy
+293,700
New +$14M 0.2% 88
2021
Q3 		– Sell
-3,440
Closed -$224K – 510
2021
Q2 		$224K Buy
+3,440
New +$217K ﹤0.01% 450

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

Williams Jones Wealth Management's LRCX Position: Q2 2026 in Review

Williams Jones Wealth Management increased its Lam Research (LRCX) stake by 0.08% in Q2 2026, buying an estimated $63.4K and bringing the position to 274,278 shares worth $119M. The position accounts for 1.34% of the portfolio, ranked #19.

Williams Jones Wealth Management first reported a position in LRCX in Q2 2021 and has held it in 18 quarters since. 3,112 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Williams Jones Wealth Management held 274,278 shares of Lam Research worth $119M as of Q2 2026.
  • Williams Jones Wealth Management bought 209 Lam Research shares in Q2 2026, an estimated $63.4K.
  • Lam Research made up 1.34% of Williams Jones Wealth Management's portfolio in Q2 2026, its #19 holding.
  • Williams Jones Wealth Management first reported a position in Lam Research in Q2 2021 and has held it in 18 quarters since.
  • 3,112 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.