Consilium Wealth Advisory’s Lam Research LRCX Stock Holding History

Consilium Wealth Advisory’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	$1.59M	Buy	7,458 +3,918	+111%	+$876K	0.54%	34
2025 Q4	$606K	Hold	3,540	–	–	0.22%	63
2025 Q3	$474K	Hold	3,540	–	–	0.18%	71
2025 Q2	$345K	Hold	3,540	–	–	0.15%	76
2025 Q1	$257K	Hold	3,540	–	–	0.13%	80
2024 Q4	$256K	Hold	3,540	–	–	0.12%	83
2024 Q3	$289K	Hold	3,540	–	–	0.16%	73
2024 Q2	$377K	Hold	3,540	–	–	0.21%	63
2024 Q1	$344K	Hold	3,540	–	–	0.19%	69
2023 Q4	$277K	Hold	3,540	–	–	0.17%	74
2023 Q3	$222K	Hold	3,540	–	–	0.16%	80
2023 Q2	$228K	Buy	+3,540	New	+$200K	0.16%	76
2022 Q1	–	Sell	-3,540	Closed	-$255K	–	88
2021 Q4	$255K	Buy	+3,540	New	+$222K	0.17%	80

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

Consilium Wealth Advisory's LRCX Position: Q1 2026 in Review

Consilium Wealth Advisory increased its Lam Research (LRCX) stake by 111% in Q1 2026, buying an estimated $876K and bringing the position to 7,458 shares worth $1.59M. The position accounts for 0.54% of the portfolio, ranked #34.

Consilium Wealth Advisory first reported a position in LRCX in Q4 2021 and has held it in 13 quarters since. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

Consilium Wealth Advisory held 7,458 shares of Lam Research worth $1.59M as of Q1 2026.
Consilium Wealth Advisory bought 3,918 Lam Research shares in Q1 2026, an estimated $876K.
Lam Research made up 0.54% of Consilium Wealth Advisory's portfolio in Q1 2026, its #34 holding.
Consilium Wealth Advisory first reported a position in Lam Research in Q4 2021 and has held it in 13 quarters since.
2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Consilium Wealth Advisory's 13F filing for Q1 2026, filed 20 Apr 2026.