Adell Harriman & Carpenter’s Lam Research LRCX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$294K Buy
1,375
+150
+12% +$33.5K 0.02% 149
2025
Q4
$210K Buy
+1,225
New +$191K 0.01% 164

Other funds holding LRCX

Adell Harriman & Carpenter's LRCX Position: Q1 2026 in Review

Adell Harriman & Carpenter increased its Lam Research (LRCX) stake by 12% in Q1 2026, buying an estimated $33.5K and bringing the position to 1,375 shares worth $294K. The position accounts for 0.02% of the portfolio, ranked #149.

Adell Harriman & Carpenter first reported a position in LRCX in Q4 2025 and has held it in 2 quarters since. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • Adell Harriman & Carpenter held 1,375 shares of Lam Research worth $294K as of Q1 2026.
  • Adell Harriman & Carpenter bought 150 Lam Research shares in Q1 2026, an estimated $33.5K.
  • Lam Research made up 0.02% of Adell Harriman & Carpenter's portfolio in Q1 2026, its #149 holding.
  • Adell Harriman & Carpenter first reported a position in Lam Research in Q4 2025 and has held it in 2 quarters since.
  • 2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Adell Harriman & Carpenter's 13F filing for Q1 2026, filed 4 May 2026.