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Wood Tarver Financial Group’s Lam Research LRCX Stock Holding History

Wood Tarver Financial 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 		$9.35M Sell
21,584
-4,077
-16% -$1.24M 2.21% 10
2026
Q1 		$5.48M Hold
25,661
– – 1.52% 16
2025
Q4 		$4.39M Hold
25,661
– – 1.23% 17
2025
Q3 		$3.44M Sell
25,661
-1,209
-4% -$128K 1.01% 18
2025
Q2 		$2.62M Hold
26,870
– – 0.79% 21
2025
Q1 		$1.95M Hold
26,870
– – 0.64% 27
2024
Q4 		$1.94M Buy
+26,870
New +$2.04M 0.65% 23

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

Wood Tarver Financial Group's LRCX Position: Q2 2026 in Review

Wood Tarver Financial Group reduced its Lam Research (LRCX) stake by 16% in Q2 2026, selling an estimated $1.24M and leaving 21,584 shares worth $9.35M. The position accounts for 2.21% of the portfolio, ranked #10.

Wood Tarver Financial Group first reported a position in LRCX in Q4 2024 and has held it in 7 quarters since. 3,130 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Wood Tarver Financial Group held 21,584 shares of Lam Research worth $9.35M as of Q2 2026.
  • Wood Tarver Financial Group sold 4,077 Lam Research shares in Q2 2026, an estimated $1.24M.
  • Lam Research made up 2.21% of Wood Tarver Financial Group's portfolio in Q2 2026, its #10 holding.
  • Wood Tarver Financial Group first reported a position in Lam Research in Q4 2024 and has held it in 7 quarters since.
  • 3,130 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Wood Tarver Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.