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Consilio Wealth Advisors’s Lam Research LRCX Stock Holding History

Consilio Wealth Advisors’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 		$376K Buy
1,759
+50
+3% +$11.2K 0.11% 60
2025
Q4 		$293K Sell
1,709
-114
-6% -$17.7K 0.09% 74
2025
Q3 		$244K Buy
+1,823
New +$193K 0.08% 82

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

Consilio Wealth Advisors's LRCX Position: Q1 2026 in Review

Consilio Wealth Advisors increased its Lam Research (LRCX) stake by 2.9% in Q1 2026, buying an estimated $11.2K and bringing the position to 1,759 shares worth $376K. The position accounts for 0.11% of the portfolio, ranked #60.

Consilio Wealth Advisors first reported a position in LRCX in Q3 2025 and has held it in 3 quarters since. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • Consilio Wealth Advisors held 1,759 shares of Lam Research worth $376K as of Q1 2026.
  • Consilio Wealth Advisors bought 50 Lam Research shares in Q1 2026, an estimated $11.2K.
  • Lam Research made up 0.11% of Consilio Wealth Advisors's portfolio in Q1 2026, its #60 holding.
  • Consilio Wealth Advisors first reported a position in Lam Research in Q3 2025 and has held it in 3 quarters since.
  • 2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Consilio Wealth Advisors's 13F filing for Q1 2026, filed 4 May 2026.