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Avaii Wealth Management’s Lam Research LRCX Stock Holding History

Avaii 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 		$301K Sell
1,411
-9
-0.6% -$2.01K 0.11% 117
2025
Q4 		$243K Sell
1,420
-95
-6% -$14.8K 0.09% 134
2025
Q3 		$203K Buy
+1,515
New +$160K 0.08% 148
2024
Q3 		– Sell
-2,120
Closed -$226K – 143
2024
Q2 		$226K Sell
2,120
-400
-16% -$38.4K 0.13% 131
2024
Q1 		$244K Sell
2,520
-320
-11% -$28.2K 0.14% 123
2023
Q4 		$222K Buy
+2,840
New +$194K 0.14% 130
2023
Q3 		– Sell
-3,200
Closed -$206K – 145
2023
Q2 		$206K Buy
+3,200
New +$180K 0.16% 137

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

Avaii Wealth Management's LRCX Position: Q1 2026 in Review

Avaii Wealth Management reduced its Lam Research (LRCX) stake by 0.63% in Q1 2026, selling an estimated $2.01K and leaving 1,411 shares worth $301K. The position accounts for 0.11% of the portfolio, ranked #117.

Avaii Wealth Management first reported a position in LRCX in Q2 2023 and has held it in 7 quarters since. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • Avaii Wealth Management held 1,411 shares of Lam Research worth $301K as of Q1 2026.
  • Avaii Wealth Management sold 9 Lam Research shares in Q1 2026, an estimated $2.01K.
  • Lam Research made up 0.11% of Avaii Wealth Management's portfolio in Q1 2026, its #117 holding.
  • Avaii Wealth Management first reported a position in Lam Research in Q2 2023 and has held it in 7 quarters since.
  • 2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Avaii Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.