AE Wealth Management’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 | $52.5M | Buy |
245,663
+45,957
| +23% | +$10.3M | 0.28% | 91 |
|
|
2025
Q4 | $34.2M | Buy |
199,706
+143,739
| +257% | +$22.4M | 0.2% | 112 |
|
|
2025
Q3 | $7.49M | Buy |
55,967
+11,777
| +27% | +$1.25M | 0.05% | 312 |
|
|
2025
Q2 | $4.3M | Buy |
44,190
+7,118
| +19% | +$565K | 0.03% | 378 |
|
|
2025
Q1 | $2.7M | Buy |
37,072
+12,055
| +48% | +$949K | 0.02% | 457 |
|
|
2024
Q4 | $1.81M | Buy |
+25,017
| New | +$1.9M | 0.02% | 553 |
|
|
2024
Q3 | – | Sell |
-9,570
| Closed | -$1.02M | – | 1292 |
|
|
2024
Q2 | $1.02M | Buy |
9,570
+1,760
| +23% | +$169K | 0.01% | 696 |
|
|
2024
Q1 | $759K | Sell |
7,810
-51,080
| -87% | -$4.49M | 0.01% | 717 |
|
|
2023
Q4 | $4.94M | Buy |
58,890
+560
| +1% | +$38.2K | 0.03% | 593 |
|
|
2023
Q3 | $3.66M | Buy |
58,330
+5,960
| +11% | +$392K | 0.02% | 634 |
|
|
2023
Q2 | $3.37M | Sell |
52,370
-28,030
| -35% | -$1.58M | 0.02% | 667 |
|
|
2023
Q1 | $4.26M | Sell |
80,400
-46,580
| -37% | -$2.29M | 0.03% | 543 |
|
|
2022
Q4 | $5.34M | Sell |
126,980
-10,770
| -8% | -$451K | 0.04% | 466 |
|
|
2022
Q3 | $5.04M | Buy |
137,750
+16,030
| +13% | +$714K | 0.04% | 430 |
|
|
2022
Q2 | $5.19M | Buy |
121,720
+7,720
| +7% | +$368K | 0.04% | 404 |
|
|
2022
Q1 | $6.13M | Buy |
114,000
+21,750
| +24% | +$1.27M | 0.04% | 386 |
|
|
2021
Q4 | $6.63M | Buy |
92,250
+1,070
| +1% | +$67.1K | 0.05% | 364 |
|
|
2021
Q3 | $5.19M | Buy |
91,180
+15,630
| +21% | +$951K | 0.04% | 375 |
|
|
2021
Q2 | $4.92M | Buy |
75,550
+39,670
| +111% | +$2.5M | 0.04% | 368 |
|
|
2021
Q1 | $2.13M | Sell |
35,880
-5,630
| -14% | -$307K | 0.02% | 549 |
|
|
2020
Q4 | $1.96M | Sell |
41,510
-17,270
| -29% | -$727K | 0.02% | 502 |
|
|
2020
Q3 | $1.95M | Buy |
58,780
+10,260
| +21% | +$353K | 0.03% | 431 |
|
|
2020
Q2 | $1.57M | Buy |
48,520
+3,530
| +8% | +$96.3K | 0.02% | 483 |
|
|
2020
Q1 | $1.08M | Buy |
44,990
+3,260
| +8% | +$93.9K | 0.02% | 464 |
|
|
2019
Q4 | $1.22M | Buy |
41,730
+10,200
| +32% | +$271K | 0.03% | 487 |
|
|
2019
Q3 | $729K | Buy |
31,530
+4,080
| +15% | +$85.7K | 0.02% | 521 |
|
|
2019
Q2 | $516K | Buy |
+27,450
| New | +$521K | 0.02% | 577 |
|
|
2018
Q4 | – | Sell |
-17,040
| Closed | -$258K | – | 551 |
|
|
2018
Q3 | $258K | Sell |
17,040
-510
| -3% | -$8.71K | 0.01% | 487 |
|
|
2018
Q2 | $303K | Buy |
17,550
+1,520
| +9% | +$29.3K | 0.02% | 329 |
|
|
2018
Q1 | $326K | Buy |
16,030
+1,420
| +10% | +$28.1K | 0.03% | 313 |
|
|
2017
Q4 | $269K | Buy |
+14,610
| New | +$287K | 0.02% | 342 |
|
Other funds holding LRCX
VCM
VPM
AE Wealth Management's LRCX Position: Q1 2026 in Review
AE Wealth Management increased its Lam Research (LRCX) stake by 23% in Q1 2026, buying an estimated $10.3M and bringing the position to 245,663 shares worth $52.5M. The position accounts for 0.28% of the portfolio, ranked #91.
AE Wealth Management first reported a position in LRCX in Q4 2017 and has held it in 31 quarters since. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.
- AE Wealth Management held 245,663 shares of Lam Research worth $52.5M as of Q1 2026.
- AE Wealth Management bought 45,957 Lam Research shares in Q1 2026, an estimated $10.3M.
- Lam Research made up 0.28% of AE Wealth Management's portfolio in Q1 2026, its #91 holding.
- AE Wealth Management first reported a position in Lam Research in Q4 2017 and has held it in 31 quarters since.
- 2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.
Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.