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Circle Wealth Management’s Lam Research LRCX Stock Holding History

Circle Wealth Management’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 		$4.13M Sell
19,329
-4,585
-19% -$1.03M 0.06% 54
2025
Q4 		$4.09M Buy
23,914
+4,435
+23% +$690K 0.06% 56
2025
Q3 		$2.61M Sell
19,479
-1,244
-6% -$132K 0.05% 70
2025
Q2 		$2.02M Buy
20,723
+427
+2% +$33.9K 0.04% 79
2025
Q1 		$1.48M Buy
20,296
+2,509
+14% +$198K 0.03% 96
2024
Q4 		$1.28M Sell
17,787
-2,333
-12% -$177K 0.03% 96
2024
Q3 		$1.64M Buy
20,120
+7,600
+61% +$661K 0.04% 81
2024
Q2 		$1.33M Buy
+12,520
New +$1.2M 0.03% 80
2021
Q1 		– Sell
-10,310
Closed -$487K – 192
2020
Q4 		$487K Sell
10,310
-200
-2% -$8.41K 0.07% 148
2020
Q3 		$349K Sell
10,510
-1,500
-12% -$51.7K 0.06% 147
2020
Q2 		$388K Sell
12,010
-7,400
-38% -$202K 0.07% 132
2020
Q1 		$466K Sell
19,410
-4,640
-19% -$134K 0.09% 112
2019
Q4 		$703K Hold
24,050
– – 0.12% 88
2019
Q3 		$556K Sell
24,050
-1,450
-6% -$30.4K 0.12% 93
2019
Q2 		$479K Buy
25,500
+500
+2% +$9.49K 0.1% 94
2019
Q1 		$448K Buy
+25,000
New +$417K 0.1% 102

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

Circle Wealth Management's LRCX Position: Q1 2026 in Review

Circle Wealth Management reduced its Lam Research (LRCX) stake by 19% in Q1 2026, selling an estimated $1.03M and leaving 19,329 shares worth $4.13M. The position accounts for 0.06% of the portfolio, ranked #54.

Circle Wealth Management first reported a position in LRCX in Q1 2019 and has held it in 16 quarters since. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • Circle Wealth Management held 19,329 shares of Lam Research worth $4.13M as of Q1 2026.
  • Circle Wealth Management sold 4,585 Lam Research shares in Q1 2026, an estimated $1.03M.
  • Lam Research made up 0.06% of Circle Wealth Management's portfolio in Q1 2026, its #54 holding.
  • Circle Wealth Management first reported a position in Lam Research in Q1 2019 and has held it in 16 quarters since.
  • 2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Circle Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.