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Berger Financial Group’s Lam Research LRCX Stock Holding History

Berger Financial Group’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 		$520K Buy
2,435
+52
+2% +$11.6K 0.03% 288
2025
Q4 		$408K Buy
2,383
+3
+0.1% +$467 0.02% 318
2025
Q3 		$319K Buy
2,380
+104
+5% +$11K 0.02% 344
2025
Q2 		$222K Buy
+2,276
New +$181K 0.01% 389
2024
Q4 		– Sell
-2,570
Closed -$209K – 425
2024
Q3 		$209K Buy
2,570
+140
+6% +$12.2K 0.02% 378
2024
Q2 		$258K Buy
2,430
+40
+2% +$3.84K 0.02% 313
2024
Q1 		$232K Buy
+2,390
New +$210K 0.02% 326

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

Berger Financial Group's LRCX Position: Q1 2026 in Review

Berger Financial Group increased its Lam Research (LRCX) stake by 2.2% in Q1 2026, buying an estimated $11.6K and bringing the position to 2,435 shares worth $520K. The position accounts for 0.03% of the portfolio, ranked #288.

Berger Financial Group first reported a position in LRCX in Q1 2024 and has held it in 7 quarters since. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • Berger Financial Group held 2,435 shares of Lam Research worth $520K as of Q1 2026.
  • Berger Financial Group bought 52 Lam Research shares in Q1 2026, an estimated $11.6K.
  • Lam Research made up 0.03% of Berger Financial Group's portfolio in Q1 2026, its #288 holding.
  • Berger Financial Group first reported a position in Lam Research in Q1 2024 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 Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.