Cerity Partners’s Lam Research LRCX Stock Holding History

Cerity Partners’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	$662K	Buy	+3,100	New	+$693K	﹤0.01%	2113

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

Cerity Partners's LRCX Position: Q1 2026 in Review

Cerity Partners reduced its Lam Research (LRCX) stake by 8.2% in Q1 2026, selling an estimated $9.8M and leaving 491,086 shares worth $105M. The position accounts for 0.15% of the portfolio, ranked #132.

Cerity Partners first reported a position in LRCX in Q4 2018 and has held it in 29 quarters since. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

Cerity Partners held 491,086 shares of Lam Research worth $105M as of Q1 2026.
Cerity Partners sold 43,852 Lam Research shares in Q1 2026, an estimated $9.8M.
Lam Research made up 0.15% of Cerity Partners's portfolio in Q1 2026, its #132 holding.
Cerity Partners first reported a position in Lam Research in Q4 2018 and has held it in 29 quarters since.
2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.