1858 Wealth Management’s Lam Research LRCX Stock Holding History

1858 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
2025 Q3	$678K	Sell	5,061 -76	-1%	-$8.05K	0.48%	47
2025 Q2	$500K	Buy	5,137 +1,766	+52%	+$140K	0.37%	61
2025 Q1	$245K	Buy	+3,371	New	+$265K	0.21%	98
2024 Q4	–	Sell	-2,570	Closed	-$210K	–	131
2024 Q3	$210K	Buy	2,570 +30	+1%	+$2.61K	0.17%	114
2024 Q2	$270K	Sell	2,540 -180	-7%	-$17.3K	0.22%	85
2024 Q1	$213K	Hold	2,720	–	–	0.2%	113
2023 Q4	$213K	Buy	+2,720	New	+$185K	0.2%	113

Other funds holding LRCX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

1858 Wealth Management's LRCX Position: Q3 2025 in Review

1858 Wealth Management reduced its Lam Research (LRCX) stake by 1.5% in Q3 2025, selling an estimated $8.05K and leaving 5,061 shares worth $678K. The position accounts for 0.48% of the portfolio, ranked #47.

1858 Wealth Management first reported a position in LRCX in Q4 2023 and has held it in 7 quarters since. 2,108 funds tracked by Wall St. Rank hold LRCX as of Q3 2025.

1858 Wealth Management held 5,061 shares of Lam Research worth $678K as of Q3 2025.
1858 Wealth Management sold 76 Lam Research shares in Q3 2025, an estimated $8.05K.
Lam Research made up 0.48% of 1858 Wealth Management's portfolio in Q3 2025, its #47 holding.
1858 Wealth Management first reported a position in Lam Research in Q4 2023 and has held it in 7 quarters since.
2,108 funds tracked by Wall St. Rank held Lam Research as of Q3 2025.

Based on 1858 Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.