Blue Bell Private Wealth Management’s Lam Research LRCX Stock Holding History

Blue Bell Private Wealth Management’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	$378K	Buy	1,770 +41	+2%	+$9.17K	0.05%	199
2025 Q4	$296K	Buy	1,729 +9	+0.5%	+$1.4K	0.04%	222
2025 Q3	$230K	Buy	1,720 +210	+14%	+$22.2K	0.04%	237
2025 Q2	$147K	Hold	1,510	–	–	0.02%	270
2025 Q1	$110K	Sell	1,510 -10	-0.7%	-$787	0.02%	284
2024 Q4	$110K	Hold	1,520	–	–	0.02%	266
2024 Q3	$124K	Buy	1,520 +110	+8%	+$9.56K	0.02%	255
2024 Q2	$150K	Sell	1,410 -780	-36%	-$74.8K	0.03%	223
2024 Q1	$213K	Buy	2,190 +30	+1%	+$2.64K	0.05%	177
2023 Q4	$169K	Hold	2,160	–	–	0.04%	183
2023 Q3	$135K	Buy	2,160 +780	+57%	+$51.2K	0.04%	173
2023 Q2	$88.7K	Hold	1,380	–	–	0.02%	207
2023 Q1	$73.2K	Hold	1,380	–	–	0.02%	205
2022 Q4	$58K	Hold	1,380	–	–	0.02%	201
2022 Q3	$51K	Hold	1,380	–	–	0.02%	212
2022 Q2	$59K	Sell	1,380 -150	-10%	-$7.14K	0.02%	203
2022 Q1	$82K	Buy	1,530 +20	+1%	+$1.16K	0.02%	179
2021 Q4	$109K	Buy	+1,510	New	+$94.7K	0.03%	158

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

Blue Bell Private Wealth Management's LRCX Position: Q1 2026 in Review

Blue Bell Private Wealth Management increased its Lam Research (LRCX) stake by 2.4% in Q1 2026, buying an estimated $9.17K and bringing the position to 1,770 shares worth $378K. The position accounts for 0.05% of the portfolio, ranked #199.

Blue Bell Private Wealth Management first reported a position in LRCX in Q4 2021 and has held it in 18 quarters since. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

Blue Bell Private Wealth Management held 1,770 shares of Lam Research worth $378K as of Q1 2026.
Blue Bell Private Wealth Management bought 41 Lam Research shares in Q1 2026, an estimated $9.17K.
Lam Research made up 0.05% of Blue Bell Private Wealth Management's portfolio in Q1 2026, its #199 holding.
Blue Bell Private Wealth Management first reported a position in Lam Research in Q4 2021 and has held it in 18 quarters since.
2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.