AE Wealth Management’s Lam Research LRCX Stock Holding History

AE 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
2018 Q4	–	Sell	-10,000	Closed	-$12K	–	552
2018 Q3	$12K	Buy	+10,000	New	+$171K	﹤0.01%	594

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

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.