Argonautica Private Wealth Management’s Lam Research LRCX Stock Holding History

Argonautica Private 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
2026 Q1	$2.89M	Sell	13,541 -97	-0.7%	-$21.7K	0.88%	37
2025 Q4	$2.33M	Sell	13,638 -645	-5%	-$100K	0.69%	44
2025 Q3	$1.91M	Hold	14,283	–	–	0.56%	50
2025 Q2	$1.39M	Sell	14,283 -30	-0.2%	-$2.38K	0.44%	56
2025 Q1	$1.04M	Sell	14,313 -81	-0.6%	-$6.38K	0.36%	63
2024 Q4	$1.04M	Buy	+14,394	New	+$1.09M	0.34%	66
2024 Q3	–	Sell	-14,390	Closed	-$1.53M	–	201
2024 Q2	$1.53M	Hold	14,390	–	–	0.52%	53
2024 Q1	$1.4M	Hold	14,390	–	–	0.5%	54
2023 Q4	$1.13M	Hold	14,390	–	–	0.46%	59
2023 Q3	$902K	Hold	14,390	–	–	0.41%	60
2023 Q2	$925K	Sell	14,390 -70	-0.5%	-$3.95K	0.42%	59
2023 Q1	$767K	Hold	14,460	–	–	0.39%	60
2022 Q4	$608K	Buy	+14,460	New	+$605K	0.31%	66

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

Argonautica Private Wealth Management's LRCX Position: Q1 2026 in Review

Argonautica Private Wealth Management reduced its Lam Research (LRCX) stake by 0.71% in Q1 2026, selling an estimated $21.7K and leaving 13,541 shares worth $2.89M. The position accounts for 0.88% of the portfolio, ranked #37.

Argonautica Private Wealth Management first reported a position in LRCX in Q4 2022 and has held it in 13 quarters since. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

Argonautica Private Wealth Management held 13,541 shares of Lam Research worth $2.89M as of Q1 2026.
Argonautica Private Wealth Management sold 97 Lam Research shares in Q1 2026, an estimated $21.7K.
Lam Research made up 0.88% of Argonautica Private Wealth Management's portfolio in Q1 2026, its #37 holding.
Argonautica Private Wealth Management first reported a position in Lam Research in Q4 2022 and has held it in 13 quarters since.
2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Argonautica Private Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.