DWP
LRCX icon

Daymark Wealth Partners’s Lam Research LRCX Stock Holding History

Daymark Wealth Partners’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 		$1.35M Buy
6,328
+906
+17% +$203K 0.04% 255
2025
Q4 		$928K Buy
5,422
+374
+7% +$58.2K 0.03% 297
2025
Q3 		$676K Buy
5,048
+621
+14% +$65.8K 0.02% 329
2025
Q2 		$431K Sell
4,427
-8,325
-65% -$660K 0.02% 382
2025
Q1 		$927K Sell
12,752
-2,144
-14% -$169K 0.04% 250
2024
Q4 		$1.08M Sell
14,896
-394
-3% -$29.9K 0.05% 232
2024
Q3 		$1.25M Sell
15,290
-40
-0.3% -$3.48K 0.05% 219
2024
Q2 		$1.63M Buy
15,330
+10,590
+223% +$1.02M 0.07% 177
2024
Q1 		$461K Sell
4,740
-90
-2% -$7.92K 0.02% 275
2023
Q4 		$378K Sell
4,830
-2,640
-35% -$180K 0.02% 286
2023
Q3 		$468K Sell
7,470
-1,370
-15% -$90K 0.03% 250
2023
Q2 		$568K Sell
8,840
-2,120
-19% -$119K 0.04% 220
2023
Q1 		$581K Buy
+10,960
New +$538K 0.08% 175

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

Daymark Wealth Partners's LRCX Position: Q1 2026 in Review

Daymark Wealth Partners increased its Lam Research (LRCX) stake by 17% in Q1 2026, buying an estimated $203K and bringing the position to 6,328 shares worth $1.35M. The position accounts for 0.04% of the portfolio, ranked #255.

Daymark Wealth Partners first reported a position in LRCX in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.63M in Q2 2024. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • Daymark Wealth Partners held 6,328 shares of Lam Research worth $1.35M as of Q1 2026.
  • Daymark Wealth Partners bought 906 Lam Research shares in Q1 2026, an estimated $203K.
  • Lam Research made up 0.04% of Daymark Wealth Partners's portfolio in Q1 2026, its #255 holding.
  • Daymark Wealth Partners first reported a position in Lam Research in Q1 2023 and has held it in 13 quarters since.
  • Daymark Wealth Partners's Lam Research position peaked at $1.63M in Q2 2024.
  • 2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Daymark Wealth Partners's 13F filing for Q1 2026, filed 11 May 2026.