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1900 Wealth Management’s Lam Research LRCX Stock Holding History

1900 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
2026
Q2 		$373K Buy
+861
New +$261K 0.02% 214
2024
Q1 		– Sell
-5,750
Closed -$450K – 266
2023
Q4 		$450K Sell
5,750
-770
-12% -$52.5K 0.04% 203
2023
Q3 		$409K Buy
+6,520
New +$428K 0.04% 205

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 $3.38T AUM 44.17% 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

1900 Wealth Management's LRCX Position: Q2 2026 in Review

1900 Wealth Management opened a new position in Lam Research (LRCX) in Q2 2026: 861 shares worth $373K. The stake represents 0.02% of the portfolio and ranks #214 among its holdings. This is a return to the name: 1900 Wealth Management previously reported a position in LRCX as recently as Q4 2023.

1900 Wealth Management first reported a position in LRCX in Q3 2023 and has held it in 3 quarters since. The position peaked at $450K in Q4 2023. 3,146 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • 1900 Wealth Management held 861 shares of Lam Research worth $373K as of Q2 2026.
  • Lam Research was a new 1900 Wealth Management position in Q2 2026.
  • Lam Research made up 0.02% of 1900 Wealth Management's portfolio in Q2 2026, its #214 holding.
  • 1900 Wealth Management first reported a position in Lam Research in Q3 2023 and has held it in 3 quarters since.
  • 1900 Wealth Management's Lam Research position peaked at $450K in Q4 2023.
  • 3,146 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on 1900 Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.