1 North Wealth Services’s Lam Research LRCX Stock Holding History

1 North Wealth Services’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 Q1	$107K	Hold	500	–	–	0.04%	71
2025 Q4	$85.6K	Hold	500	–	–	0.03%	79
2025 Q3	$67K	Hold	500	–	–	0.03%	74
2025 Q2	$48.7K	Hold	500	–	–	0.02%	87
2025 Q1	$36.4K	Buy	+500	New	+$39.4K	0.02%	92

Other funds holding LRCX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

1 North Wealth Services's LRCX Position: Q1 2026 in Review

1 North Wealth Services held its Lam Research (LRCX) position steady in Q1 2026 at 500 shares worth $107K. The position accounts for 0.04% of the portfolio, ranked #71.

1 North Wealth Services first reported a position in LRCX in Q1 2025 and has held it in 5 quarters since. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

1 North Wealth Services held 500 shares of Lam Research worth $107K as of Q1 2026.
1 North Wealth Services left its Lam Research share count unchanged in Q1 2026.
Lam Research made up 0.04% of 1 North Wealth Services's portfolio in Q1 2026, its #71 holding.
1 North Wealth Services first reported a position in Lam Research in Q1 2025 and has held it in 5 quarters since.
2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on 1 North Wealth Services's 13F filing for Q1 2026, filed 4 May 2026.