Brio Consultants’s Lam Research LRCX Stock Holding History

Brio Consultants’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	$818K	Sell	2,965 -5	-0.2%	-$1.12K	0.1%	83
2025 Q4	$508K	Sell	2,970 -103	-3%	-$16K	0.07%	101
2025 Q3	$411K	Buy	3,073 +112	+4%	+$11.9K	0.06%	98
2025 Q2	$288K	Buy	2,961 +136	+5%	+$10.8K	0.04%	109
2025 Q1	$205K	Buy	+2,825	New	+$222K	0.03%	113
2024 Q3	–	Sell	-2,090	Closed	-$223K	–	107
2024 Q2	$223K	Buy	+2,090	New	+$200K	0.04%	95

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

Brio Consultants's LRCX Position: Q1 2026 in Review

Brio Consultants reduced its Lam Research (LRCX) stake by 0.17% in Q1 2026, selling an estimated $1.12K and leaving 2,965 shares worth $818K. The position accounts for 0.1% of the portfolio, ranked #83.

Brio Consultants first reported a position in LRCX in Q2 2024 and has held it in 6 quarters since. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

Brio Consultants held 2,965 shares of Lam Research worth $818K as of Q1 2026.
Brio Consultants sold 5 Lam Research shares in Q1 2026, an estimated $1.12K.
Lam Research made up 0.1% of Brio Consultants's portfolio in Q1 2026, its #83 holding.
Brio Consultants first reported a position in Lam Research in Q2 2024 and has held it in 6 quarters since.
2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Brio Consultants's 13F filing for Q1 2026, filed 6 May 2026.