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Worth Financial Advisory Group’s Lam Research LRCX Stock Holding History

Worth Financial Advisory 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 		$634K Buy
+1,462
New +$444K 0.26% 88
2026
Q1 		– Sell
-1,305
Closed -$223K – 128
2025
Q4 		$223K Buy
+1,305
New +$203K 0.11% 170

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

Worth Financial Advisory Group's LRCX Position: Q2 2026 in Review

Worth Financial Advisory Group opened a new position in Lam Research (LRCX) in Q2 2026: 1,462 shares worth $634K. The stake represents 0.26% of the portfolio and ranks #88 among its holdings. This is a return to the name: Worth Financial Advisory Group previously reported a position in LRCX as recently as Q4 2025.

Worth Financial Advisory Group first reported a position in LRCX in Q4 2025 and has held it in 2 quarters since. 3,125 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Worth Financial Advisory Group held 1,462 shares of Lam Research worth $634K as of Q2 2026.
  • Lam Research was a new Worth Financial Advisory Group position in Q2 2026.
  • Lam Research made up 0.26% of Worth Financial Advisory Group's portfolio in Q2 2026, its #88 holding.
  • Worth Financial Advisory Group first reported a position in Lam Research in Q4 2025 and has held it in 2 quarters since.
  • 3,125 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Worth Financial Advisory Group's 13F filing for Q2 2026, filed 31 Jul 2026.