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Ashton Thomas Private Wealth’s Lam Research LRCX Stock Holding History

Ashton Thomas Private Wealth’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 		$17.7M Buy
82,687
+2,232
+3% +$499K 0.42% 56
2025
Q4 		$13.8M Sell
80,455
-5,102
-6% -$794K 0.34% 62
2025
Q3 		$11.5M Buy
85,557
+10,043
+13% +$1.06M 0.3% 77
2025
Q2 		$7.37M Sell
75,514
-2,760
-4% -$219K 0.26% 96
2025
Q1 		$5.71M Buy
78,274
+3,019
+4% +$238K 0.22% 119
2024
Q4 		$5.45M Buy
+75,255
New +$5.71M 0.21% 115
2024
Q3 		– Sell
-70,380
Closed -$7.49M – 1311
2024
Q2 		$7.49M Sell
70,380
-380
-0.5% -$36.4K 0.41% 59
2024
Q1 		$6.87M Buy
70,760
+390
+0.6% +$34.3K 0.39% 68
2023
Q4 		$5.51M Buy
70,370
+240
+0.3% +$16.4K 0.35% 79
2023
Q3 		$4.4M Buy
70,130
+2,760
+4% +$181K 0.32% 82
2023
Q2 		$4.33M Buy
67,370
+14,330
+27% +$808K 0.33% 78
2023
Q1 		$2.81M Buy
53,040
+2,560
+5% +$126K 0.25% 111
2022
Q4 		$2.12M Buy
50,480
+690
+1% +$28.9K 0.21% 135
2022
Q3 		$1.82M Buy
49,790
+1,590
+3% +$70.8K 0.21% 135
2022
Q2 		$2.05M Buy
48,200
+4,710
+11% +$224K 0.22% 125
2022
Q1 		$2.34M Buy
43,490
+16,230
+60% +$945K 0.2% 134
2021
Q4 		$1.96M Buy
27,260
+15,540
+133% +$974K 0.19% 137
2021
Q3 		$667K Buy
+11,720
New +$713K 0.1% 226

Other funds holding LRCX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ashton Thomas Private Wealth's LRCX Position: Q1 2026 in Review

Ashton Thomas Private Wealth increased its Lam Research (LRCX) stake by 2.8% in Q1 2026, buying an estimated $499K and bringing the position to 82,687 shares worth $17.7M. The position accounts for 0.42% of the portfolio, ranked #56.

Ashton Thomas Private Wealth first reported a position in LRCX in Q3 2021 and has held it in 18 quarters since. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • Ashton Thomas Private Wealth held 82,687 shares of Lam Research worth $17.7M as of Q1 2026.
  • Ashton Thomas Private Wealth bought 2,232 Lam Research shares in Q1 2026, an estimated $499K.
  • Lam Research made up 0.42% of Ashton Thomas Private Wealth's portfolio in Q1 2026, its #56 holding.
  • Ashton Thomas Private Wealth first reported a position in Lam Research in Q3 2021 and has held it in 18 quarters since.
  • 2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q1 2026, filed 11 May 2026.