Basepoint Wealth’s Lam Research LRCX Stock Holding History

Basepoint 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	$69.5K	Buy	325 +1	+0.3%	+$224	0.04%	180
2025 Q4	$55.6K	Buy	+324	New	+$50.4K	0.03%	202

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

Basepoint Wealth's LRCX Position: Q1 2026 in Review

Basepoint Wealth increased its Lam Research (LRCX) stake by 0.31% in Q1 2026, buying an estimated $224 and bringing the position to 325 shares worth $69.5K. The position accounts for 0.04% of the portfolio, ranked #180.

Basepoint Wealth first reported a position in LRCX in Q4 2025 and has held it in 2 quarters since. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

Basepoint Wealth held 325 shares of Lam Research worth $69.5K as of Q1 2026.
Basepoint Wealth bought 1 Lam Research share in Q1 2026, an estimated $224.
Lam Research made up 0.04% of Basepoint Wealth's portfolio in Q1 2026, its #180 holding.
Basepoint Wealth first reported a position in Lam Research in Q4 2025 and has held it in 2 quarters since.
2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

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