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Crestmont Private Wealth’s Lam Research LRCX Stock Holding History

Crestmont Private Wealth’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 		$1.14M Buy
5,324
+51
+1% +$11.4K 0.36% 18
2025
Q4 		$903K Sell
5,273
-396
-7% -$61.6K 0.29% 24
2025
Q3 		$759K Buy
5,669
+622
+12% +$65.9K 0.25% 34
2025
Q2 		$491K Buy
5,047
+298
+6% +$23.6K 0.18% 45
2025
Q1 		$345K Buy
4,749
+1,435
+43% +$113K 0.15% 48
2024
Q4 		$239K Buy
3,314
+634
+24% +$48.1K 0.11% 63
2024
Q3 		$219K Buy
2,680
+450
+20% +$39.1K 0.1% 93
2024
Q2 		$237K Buy
+2,230
New +$214K 0.11% 70

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

Crestmont Private Wealth's LRCX Position: Q1 2026 in Review

Crestmont Private Wealth increased its Lam Research (LRCX) stake by 0.97% in Q1 2026, buying an estimated $11.4K and bringing the position to 5,324 shares worth $1.14M. The position accounts for 0.36% of the portfolio, ranked #18.

Crestmont Private Wealth first reported a position in LRCX in Q2 2024 and has held it in 8 quarters since. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • Crestmont Private Wealth held 5,324 shares of Lam Research worth $1.14M as of Q1 2026.
  • Crestmont Private Wealth bought 51 Lam Research shares in Q1 2026, an estimated $11.4K.
  • Lam Research made up 0.36% of Crestmont Private Wealth's portfolio in Q1 2026, its #18 holding.
  • Crestmont Private Wealth first reported a position in Lam Research in Q2 2024 and has held it in 8 quarters since.
  • 2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Crestmont Private Wealth's 13F filing for Q1 2026, filed 8 May 2026.