Abundance Wealth Counselors’s Lam Research LRCX Stock Holding History

Abundance Wealth Counselors’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	$2.87M	Buy	13,412 +1,214	+10%	+$271K	0.41%	35
2025 Q4	$2.09M	Sell	12,198 -513	-4%	-$79.8K	0.35%	48
2025 Q3	$1.7M	Buy	12,711 +1,174	+10%	+$124K	0.29%	55
2025 Q2	$1.12M	Buy	11,537 +124	+1%	+$9.84K	0.21%	85
2025 Q1	$830K	Sell	11,413 -561	-5%	-$44.2K	0.17%	95
2024 Q4	$865K	Buy	11,974 +434	+4%	+$32.9K	0.19%	87
2024 Q3	$942K	Buy	+11,540	New	+$1M	0.2%	85
2024 Q2	–	Sell	-13,240	Closed	-$1.29M	–	111
2024 Q1	$1.29M	Sell	13,240 -10	-0.1%	-$880	0.3%	59
2023 Q4	$1.04M	Buy	13,250 +90	+0.7%	+$6.13K	0.27%	64
2023 Q3	$825K	Buy	+13,160	New	+$865K	0.24%	65
2023 Q2	–	Sell	-14,980	Closed	-$794K	–	111
2023 Q1	$794K	Buy	+14,980	New	+$735K	0.2%	72

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

Abundance Wealth Counselors's LRCX Position: Q1 2026 in Review

Abundance Wealth Counselors increased its Lam Research (LRCX) stake by 10% in Q1 2026, buying an estimated $271K and bringing the position to 13,412 shares worth $2.87M. The position accounts for 0.41% of the portfolio, ranked #35.

Abundance Wealth Counselors first reported a position in LRCX in Q1 2023 and has held it in 11 quarters since. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

Abundance Wealth Counselors held 13,412 shares of Lam Research worth $2.87M as of Q1 2026.
Abundance Wealth Counselors bought 1,214 Lam Research shares in Q1 2026, an estimated $271K.
Lam Research made up 0.41% of Abundance Wealth Counselors's portfolio in Q1 2026, its #35 holding.
Abundance Wealth Counselors first reported a position in Lam Research in Q1 2023 and has held it in 11 quarters since.
2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Abundance Wealth Counselors's 13F filing for Q1 2026, filed 23 Apr 2026.