XML Financial’s Lam Research LRCX Stock Holding History

XML Financial’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	$1.36M	Buy	3,148 +215	+7%	+$65.3K	0.1%	162
2026 Q1	$627K	Buy	2,933 +734	+33%	+$164K	0.05%	237
2025 Q4	$376K	Buy	+2,199	New	+$342K	0.03%	301

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 $3.38T AUM 44.17% 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

XML Financial's LRCX Position: Q2 2026 in Review

XML Financial increased its Lam Research (LRCX) stake by 7.3% in Q2 2026, buying an estimated $65.3K and bringing the position to 3,148 shares worth $1.36M. The position accounts for 0.1% of the portfolio, ranked #162.

XML Financial first reported a position in LRCX in Q4 2025 and has held it in 3 quarters since. 3,149 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

XML Financial held 3,148 shares of Lam Research worth $1.36M as of Q2 2026.
XML Financial bought 215 Lam Research shares in Q2 2026, an estimated $65.3K.
Lam Research made up 0.1% of XML Financial's portfolio in Q2 2026, its #162 holding.
XML Financial first reported a position in Lam Research in Q4 2025 and has held it in 3 quarters since.
3,149 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.