Avidian Wealth Enterprises’s Lam Research LRCX Stock Holding History

Avidian Wealth Enterprises’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	$9.79M	Buy	45,810 +39,896	+675%	+$8.92M	0.31%	55
2025 Q4	$1.01M	Buy	5,914 +158	+3%	+$24.6K	0.04%	221
2025 Q3	$771K	Buy	5,756 +14	+0.2%	+$1.48K	0.03%	268
2025 Q2	$559K	Sell	5,742 -705	-11%	-$55.9K	0.02%	309
2025 Q1	$469K	Buy	6,447 +467	+8%	+$36.8K	0.02%	317
2024 Q4	$432K	Buy	+5,980	New	+$454K	0.02%	323
2024 Q3	–	Sell	-2,380	Closed	-$254K	–	518
2024 Q2	$254K	Buy	+2,380	New	+$228K	0.01%	426
2022 Q1	–	Sell	-3,840	Closed	-$276K	–	546
2021 Q4	$276K	Buy	+3,840	New	+$241K	0.02%	421
2019 Q2	–	Sell	-87,420	Closed	-$1.56M	–	157
2019 Q1	$1.56M	Buy	+87,420	New	+$1.46M	0.35%	31
2018 Q4	–	Sell	-146,420	Closed	-$2.22M	–	108
2018 Q3	$2.22M	Buy	+146,420	New	+$2.5M	0.69%	20

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

Avidian Wealth Enterprises's LRCX Position: Q1 2026 in Review

Avidian Wealth Enterprises increased its Lam Research (LRCX) stake by 675% in Q1 2026, buying an estimated $8.92M and bringing the position to 45,810 shares worth $9.79M. The position accounts for 0.31% of the portfolio, ranked #55.

Avidian Wealth Enterprises first reported a position in LRCX in Q3 2018 and has held it in 10 quarters since. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

Avidian Wealth Enterprises held 45,810 shares of Lam Research worth $9.79M as of Q1 2026.
Avidian Wealth Enterprises bought 39,896 Lam Research shares in Q1 2026, an estimated $8.92M.
Lam Research made up 0.31% of Avidian Wealth Enterprises's portfolio in Q1 2026, its #55 holding.
Avidian Wealth Enterprises first reported a position in Lam Research in Q3 2018 and has held it in 10 quarters since.
2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q1 2026, filed 7 May 2026.