Carson Wealth (CWM LLC)
LRCX icon

Carson Wealth (CWM LLC)’s Lam Research LRCX Stock Holding History

Carson Wealth (CWM LLC)’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 		$47.3M Buy
221,596
+90,604
+69% +$20.3M 0.12% 160
2025
Q4 		$22.4M Buy
130,992
+6,709
+5% +$1.04M 0.06% 290
2025
Q3 		$16.6M Buy
124,283
+56,792
+84% +$6.01M 0.05% 323
2025
Q2 		$6.57M Buy
67,491
+1,368
+2% +$109K 0.02% 515
2025
Q1 		$4.81M Buy
66,123
+16,028
+32% +$1.26M 0.02% 542
2024
Q4 		$3.62M Buy
50,095
+1,525
+3% +$116K 0.02% 551
2024
Q3 		$3.96M Buy
48,570
+3,320
+7% +$289K 0.02% 496
2024
Q2 		$4.82M Buy
45,250
+4,030
+10% +$387K 0.02% 426
2024
Q1 		$4M Buy
41,220
+950
+2% +$83.6K 0.02% 457
2023
Q4 		$3.15M Sell
40,270
-1,850
-4% -$126K 0.02% 489
2023
Q3 		$2.64M Buy
42,120
+2,420
+6% +$159K 0.02% 485
2023
Q2 		$2.55M Buy
39,700
+4,080
+11% +$230K 0.02% 474
2023
Q1 		$1.89M Buy
35,620
+9,800
+38% +$481K 0.01% 489
2022
Q4 		$1.08M Buy
25,820
+3,670
+17% +$154K 0.01% 592
2022
Q3 		$811K Sell
22,150
-1,500
-6% -$66.8K 0.01% 607
2022
Q2 		$1.01M Buy
23,650
+5,650
+31% +$269K 0.01% 562
2022
Q1 		$968K Buy
18,000
+2,510
+16% +$146K 0.01% 568
2021
Q4 		$1.11M Buy
+15,490
New +$971K 0.01% 557
2021
Q2 		$643K Hold
9,880
– – 0.01% 635
2021
Q1 		$643K Hold
9,880
– – 0.01% 635
2020
Q4 		$643K Hold
9,880
– – 0.01% 635
2020
Q3 		$643K Hold
9,880
– – 0.01% 635
2020
Q2 		$643K Hold
9,880
– – 0.01% 635
2020
Q1 		$643K Hold
9,880
– – 0.01% 635
2019
Q4 		$643K Hold
9,880
– – 0.01% 635
2019
Q3 		$643K Hold
9,880
– – 0.01% 635
2019
Q2 		$643K Hold
9,880
– – 0.01% 635
2019
Q1 		$643K Buy
9,880
+7,440
+305% +$124K 0.01% 635
2018
Q4 		$33K Sell
2,440
-190
-7% -$2.72K ﹤0.01% 989
2018
Q3 		$40K Buy
2,630
+1,630
+163% +$27.8K ﹤0.01% 788
2018
Q2 		$17K Sell
1,000
-3,200
-76% -$61.6K ﹤0.01% 870
2018
Q1 		$85K Buy
4,200
+400
+11% +$7.92K ﹤0.01% 472
2017
Q4 		$70K Sell
3,800
-80
-2% -$1.57K ﹤0.01% 476
2017
Q3 		$72K Buy
3,880
+320
+9% +$5.19K ﹤0.01% 456
2017
Q2 		$50K Buy
3,560
+190
+6% +$2.79K ﹤0.01% 478
2017
Q1 		$43K Sell
3,370
-10
-0.3% -$118 ﹤0.01% 482
2016
Q4 		$36K Buy
3,380
+460
+16% +$4.67K ﹤0.01% 493
2016
Q3 		$28K Hold
2,920
– – ﹤0.01% 507
2016
Q2 		$25K Sell
2,920
-1,000
-26% -$8.03K ﹤0.01% 445
2016
Q1 		$32K Hold
3,920
– – ﹤0.01% 393
2015
Q4 		$31K Hold
3,920
– – ﹤0.01% 361
2015
Q3 		$26K Buy
+3,920
New +$28.7K ﹤0.01% 340
2014
Q1 		– Sell
-4,010
Closed -$22K – 341
2013
Q4 		$22K Buy
4,010
+1,090
+37% +$5.73K ﹤0.01% 359
2013
Q3 		$15K Buy
+2,920
New +$14.3K ﹤0.01% 296

Other funds holding LRCX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Carson Wealth (CWM LLC)'s LRCX Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Lam Research (LRCX) stake by 69% in Q1 2026, buying an estimated $20.3M and bringing the position to 221,596 shares worth $47.3M. The position accounts for 0.12% of the portfolio, ranked #160.

Carson Wealth (CWM LLC) first reported a position in LRCX in Q3 2013 and has held it in 44 quarters since. 2,637 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • Carson Wealth (CWM LLC) held 221,596 shares of Lam Research worth $47.3M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 90,604 Lam Research shares in Q1 2026, an estimated $20.3M.
  • Lam Research made up 0.12% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #160 holding.
  • Carson Wealth (CWM LLC) first reported a position in Lam Research in Q3 2013 and has held it in 44 quarters since.
  • 2,637 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.