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Avion Wealth’s Lam Research LRCX Stock Holding History

Avion 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 		$55K Sell
259
-275
-51% -$61.5K 0.01% 198
2025
Q4 		$91K Buy
534
+19
+4% +$2.96K 0.02% 154
2025
Q3 		$68K Buy
515
+388
+306% +$41.1K 0.01% 189
2025
Q2 		$12K Buy
127
+44
+53% +$3.49K ﹤0.01% 423
2025
Q1 		$5K Hold
83
– – ﹤0.01% 549
2024
Q4 		$5K Buy
83
+3
+4% +$228 ﹤0.01% 547
2024
Q3 		$6K Sell
80
-20
-20% -$1.74K ﹤0.01% 491
2024
Q2 		$10K Buy
100
+20
+25% +$1.92K ﹤0.01% 336
2024
Q1 		$8K Buy
80
+20
+33% +$1.76K ﹤0.01% 355
2023
Q4 		$5K Sell
60
-50
-45% -$3.41K ﹤0.01% 401
2023
Q3 		$6K Buy
110
+50
+83% +$3.29K ﹤0.01% 335
2023
Q2 		$3K Buy
60
+20
+50% +$1.13K ﹤0.01% 427
2023
Q1 		$1K Buy
+40
New +$1.96K ﹤0.01% 459

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

Avion Wealth's LRCX Position: Q1 2026 in Review

Avion Wealth reduced its Lam Research (LRCX) stake by 51% in Q1 2026, selling an estimated $61.5K and leaving 259 shares worth $55K. The position accounts for 0.01% of the portfolio, ranked #198.

Avion Wealth first reported a position in LRCX in Q1 2023 and has held it in 13 quarters since. The position peaked at $91K in Q4 2025. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • Avion Wealth held 259 shares of Lam Research worth $55K as of Q1 2026.
  • Avion Wealth sold 275 Lam Research shares in Q1 2026, an estimated $61.5K.
  • Lam Research made up 0.01% of Avion Wealth's portfolio in Q1 2026, its #198 holding.
  • Avion Wealth first reported a position in Lam Research in Q1 2023 and has held it in 13 quarters since.
  • Avion Wealth's Lam Research position peaked at $91K in Q4 2025.
  • 2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Avion Wealth's 13F filing for Q1 2026, filed 1 May 2026.