Alpha Family Trust’s Lam Research LRCX Stock Holding History

Alpha Family Trust’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	$2.46M	Hold	11,500	–	–	1.19%	14
2025 Q4	$1.97M	Hold	11,500	–	–	0.9%	16
2025 Q3	$1.54M	Hold	11,500	–	–	0.72%	17
2025 Q2	$1.12M	Hold	11,500	–	–	0.55%	31
2025 Q1	$836K	Hold	11,500	–	–	0.49%	45
2024 Q4	$831K	Hold	11,500	–	–	0.47%	33
2024 Q3	$938K	Hold	11,500	–	–	0.52%	33
2024 Q2	$1.22M	Hold	11,500	–	–	0.72%	21
2024 Q1	$1.12M	Hold	11,500	–	–	0.68%	26
2023 Q4	$901K	Hold	11,500	–	–	0.61%	29
2023 Q3	$721K	Hold	11,500	–	–	0.55%	34
2023 Q2	$739K	Sell	11,500 -50	-0.4%	-$2.82K	0.52%	32
2023 Q1	$612K	Buy	11,550 +1,550	+16%	+$76.1K	0.49%	40
2022 Q4	$420K	Buy	+10,000	New	+$418K	0.38%	50

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

Alpha Family Trust's LRCX Position: Q1 2026 in Review

Alpha Family Trust held its Lam Research (LRCX) position steady in Q1 2026 at 11,500 shares worth $2.46M. The position accounts for 1.19% of the portfolio, ranked #14.

Alpha Family Trust first reported a position in LRCX in Q4 2022 and has held it in 14 quarters since. 2,632 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

Alpha Family Trust held 11,500 shares of Lam Research worth $2.46M as of Q1 2026.
Alpha Family Trust left its Lam Research share count unchanged in Q1 2026.
Lam Research made up 1.19% of Alpha Family Trust's portfolio in Q1 2026, its #14 holding.
Alpha Family Trust first reported a position in Lam Research in Q4 2022 and has held it in 14 quarters since.
2,632 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Alpha Family Trust's 13F filing for Q1 2026, filed 13 May 2026.