Dakota Wealth Management’s Lam Research LRCX Stock Holding History

Dakota 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	$4.86M	Sell	22,733 -5,998	-21%	-$1.34M	0.11%	178
2025 Q4	$4.92M	Buy	28,731 +18,992	+195%	+$2.95M	0.09%	177
2025 Q3	$1.3M	Sell	9,739 -2,214	-19%	-$234K	0.03%	317
2025 Q2	$1.16M	Sell	11,953 -3,020	-20%	-$240K	0.02%	357
2025 Q1	$1.09M	Sell	14,973 -180	-1%	-$14.2K	0.03%	360
2024 Q4	$1.09M	Sell	15,153 -1,087	-7%	-$82.4K	0.03%	341
2024 Q3	$1.33M	Buy	16,240 +5,360	+49%	+$466K	0.03%	327
2024 Q2	$1.16M	Sell	10,880 -250	-2%	-$24K	0.03%	340
2024 Q1	$1.08M	Buy	11,130 +6,460	+138%	+$568K	0.03%	356
2023 Q4	$366K	Buy	4,670 +520	+13%	+$35.4K	0.01%	473
2023 Q3	$260K	Hold	4,150	–	–	0.01%	524
2023 Q2	$267K	Buy	4,150 +60	+1%	+$3.38K	0.01%	510
2023 Q1	$217K	Buy	+4,090	New	+$201K	0.01%	549

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

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

Dakota Wealth Management reduced its Lam Research (LRCX) stake by 21% in Q1 2026, selling an estimated $1.34M and leaving 22,733 shares worth $4.86M. The position accounts for 0.11% of the portfolio, ranked #178.

Dakota Wealth Management first reported a position in LRCX in Q1 2023 and has held it in 13 quarters since. The position peaked at $4.92M in Q4 2025. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

Dakota Wealth Management held 22,733 shares of Lam Research worth $4.86M as of Q1 2026.
Dakota Wealth Management sold 5,998 Lam Research shares in Q1 2026, an estimated $1.34M.
Lam Research made up 0.11% of Dakota Wealth Management's portfolio in Q1 2026, its #178 holding.
Dakota Wealth Management first reported a position in Lam Research in Q1 2023 and has held it in 13 quarters since.
Dakota Wealth Management's Lam Research position peaked at $4.92M in Q4 2025.
2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Dakota Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.