Atlantic Private Wealth’s Lam Research LRCX Stock Holding History

Atlantic 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	–	Sell	-5	Closed	-$856	–	364
2025 Q4	$856	Buy	+5	New	+$778	﹤0.01%	268

Other funds holding LRCX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Atlantic Private Wealth's LRCX Position: Q1 2026 in Review

Atlantic Private Wealth sold out of Lam Research (LRCX) in Q1 2026, closing a stake of 5 shares — an estimated $856 sold.

Atlantic Private Wealth first reported a position in LRCX in Q4 2025 and held it in 1 quarter. The position peaked at $856 in Q4 2025. 2,651 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

Atlantic Private Wealth reported no remaining Lam Research position as of Q1 2026 after selling out during the quarter.
Atlantic Private Wealth sold 5 Lam Research shares in Q1 2026, an estimated $856.
Atlantic Private Wealth first reported a position in Lam Research in Q4 2025 and held it in 1 quarter.
Atlantic Private Wealth's Lam Research position peaked at $856 in Q4 2025.
2,651 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Atlantic Private Wealth's 13F filing for Q1 2026, filed 8 May 2026.