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	$28.2K	Buy	+1,000	New	+$224K	﹤0.01%	4211

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

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. 2,632 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.
2,632 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.