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Caldwell Trust’s Lam Research LRCX Stock Holding History

Caldwell Trust’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 		$1.03M Hold
4,812
– – 0.09% 162
2025
Q4 		$824K Sell
4,812
-108
-2% -$16.8K 0.07% 179
2025
Q3 		$659K Buy
4,920
+300
+6% +$31.8K 0.06% 200
2025
Q2 		$450K Hold
4,620
– – 0.05% 232
2025
Q1 		$336K Hold
4,620
– – 0.04% 253
2024
Q4 		$334K Hold
4,620
– – 0.03% 251
2024
Q3 		$377K Sell
4,620
-300
-6% -$26.1K 0.04% 248
2024
Q2 		$524K Sell
4,920
-250
-5% -$24K 0.06% 209
2024
Q1 		$502K Sell
5,170
-1,150
-18% -$101K 0.06% 222
2023
Q4 		$495K Buy
6,320
+80
+1% +$5.45K 0.06% 207
2023
Q3 		$391K Sell
6,240
-1,350
-18% -$88.7K 0.05% 222
2023
Q2 		$488K Buy
7,590
+310
+4% +$17.5K 0.06% 203
2023
Q1 		$386K Hold
7,280
– – 0.05% 220
2022
Q4 		$306K Buy
7,280
+620
+9% +$25.9K 0.04% 236
2022
Q3 		$244K Sell
6,660
-950
-12% -$42.3K 0.04% 249
2022
Q2 		$324K Sell
7,610
-750
-9% -$35.7K 0.04% 227
2022
Q1 		$449K Sell
8,360
-1,010
-11% -$58.8K 0.05% 216
2021
Q4 		$674K Hold
9,370
– – 0.08% 177
2021
Q3 		$533K Hold
9,370
– – 0.07% 195
2021
Q2 		$610K Sell
9,370
-500
-5% -$31.6K 0.08% 175
2021
Q1 		$588K Sell
9,870
-750
-7% -$40.9K 0.08% 169
2020
Q4 		$502K Hold
10,620
– – 0.08% 175
2020
Q3 		$352K Sell
10,620
-1,310
-11% -$45.1K 0.06% 196
2020
Q2 		$386K Sell
11,930
-500
-4% -$13.6K 0.06% 193
2020
Q1 		$298K Sell
12,430
-1,250
-9% -$36K 0.06% 198
2019
Q4 		$400K Buy
+13,680
New +$363K 0.06% 194

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

Caldwell Trust's LRCX Position: Q1 2026 in Review

Caldwell Trust held its Lam Research (LRCX) position steady in Q1 2026 at 4,812 shares worth $1.03M. The position accounts for 0.09% of the portfolio, ranked #162.

Caldwell Trust first reported a position in LRCX in Q4 2019 and has held it in 26 quarters since. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • Caldwell Trust held 4,812 shares of Lam Research worth $1.03M as of Q1 2026.
  • Caldwell Trust left its Lam Research share count unchanged in Q1 2026.
  • Lam Research made up 0.09% of Caldwell Trust's portfolio in Q1 2026, its #162 holding.
  • Caldwell Trust first reported a position in Lam Research in Q4 2019 and has held it in 26 quarters since.
  • 2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Caldwell Trust's 13F filing for Q1 2026, filed 22 Apr 2026.