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Beaumont Financial Advisors’s Lam Research LRCX Stock Holding History

Beaumont Financial Advisors’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 		$3.49M Sell
16,327
-4,557
-22% -$1.02M 0.24% 74
2025
Q4 		$3.57M Sell
20,884
-59
-0.3% -$9.18K 0.24% 66
2025
Q3 		$2.8M Sell
20,943
-78
-0.4% -$8.26K 0.19% 77
2025
Q2 		$2.05M Buy
21,021
+52
+0.2% +$4.12K 0.15% 89
2025
Q1 		$1.52M Buy
20,969
+186
+0.9% +$14.6K 0.12% 114
2024
Q4 		$1.5M Buy
20,783
+23
+0.1% +$1.74K 0.11% 118
2024
Q3 		$1.69M Sell
20,760
-270
-1% -$23.5K 0.13% 99
2024
Q2 		$2.24M Buy
21,030
+390
+2% +$37.4K 0.18% 83
2024
Q1 		$2.01M Sell
20,640
-120
-0.6% -$10.6K 0.17% 83
2023
Q4 		$1.63M Buy
20,760
+40
+0.2% +$2.73K 0.15% 96
2023
Q3 		$1.3M Buy
20,720
+30
+0.1% +$1.97K 0.13% 107
2023
Q2 		$1.33M Sell
20,690
-4,030
-16% -$227K 0.12% 114
2023
Q1 		$1.31M Buy
24,720
+60
+0.2% +$2.94K 0.13% 102
2022
Q4 		$1.04M Sell
24,660
-1,270
-5% -$53.1K 0.1% 118
2022
Q3 		$949K Sell
25,930
-20
-0.1% -$890 0.09% 120
2022
Q2 		$1.11M Buy
25,950
+200
+0.8% +$9.52K 0.1% 114
2022
Q1 		$1.38M Sell
25,750
-650
-2% -$37.8K 0.11% 131
2021
Q4 		$1.9M Sell
26,400
-15,730
-37% -$986K 0.14% 104
2021
Q3 		$2.4M Sell
42,130
-140
-0.3% -$8.52K 0.19% 87
2021
Q2 		$2.75M Hold
42,270
– – 0.21% 78
2021
Q1 		$2.52M Sell
42,270
-130
-0.3% -$7.08K 0.21% 84
2020
Q4 		$2M Sell
42,400
-190
-0.4% -$7.99K 0.18% 93
2020
Q3 		$1.41M Sell
42,590
-8,230
-16% -$284K 0.13% 112
2020
Q2 		$1.64M Sell
50,820
-850
-2% -$23.2K 0.17% 97
2020
Q1 		$1.24M Sell
51,670
-14,530
-22% -$418K 0.16% 95
2019
Q4 		$1.94M Buy
66,200
+170
+0.3% +$4.51K 0.19% 93
2019
Q3 		$1.53M Buy
+66,030
New +$1.39M 0.15% 103

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

Beaumont Financial Advisors's LRCX Position: Q1 2026 in Review

Beaumont Financial Advisors reduced its Lam Research (LRCX) stake by 22% in Q1 2026, selling an estimated $1.02M and leaving 16,327 shares worth $3.49M. The position accounts for 0.24% of the portfolio, ranked #74.

Beaumont Financial Advisors first reported a position in LRCX in Q3 2019 and has held it in 27 quarters since. The position peaked at $3.57M in Q4 2025. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • Beaumont Financial Advisors held 16,327 shares of Lam Research worth $3.49M as of Q1 2026.
  • Beaumont Financial Advisors sold 4,557 Lam Research shares in Q1 2026, an estimated $1.02M.
  • Lam Research made up 0.24% of Beaumont Financial Advisors's portfolio in Q1 2026, its #74 holding.
  • Beaumont Financial Advisors first reported a position in Lam Research in Q3 2019 and has held it in 27 quarters since.
  • Beaumont Financial Advisors's Lam Research position peaked at $3.57M in Q4 2025.
  • 2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Beaumont Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.