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Dougherty Wealth Advisers’s Lam Research LRCX Stock Holding History

Dougherty Wealth Advisers’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 		– Sell
-200
Closed -$34.2K – 114
2025
Q4 		$34.2K Hold
200
– – 0.02% 95
2025
Q3 		$26.8K Hold
200
– – 0.02% 98
2025
Q2 		$19.5K Hold
200
– – 0.01% 99
2025
Q1 		$14.5K Hold
200
– – 0.01% 100
2024
Q4 		$14.4K Hold
200
– – 0.01% 102
2024
Q3 		$16.3K Hold
200
– – 0.01% 98
2024
Q2 		$21.3K Buy
+200
New +$19.2K 0.02% 95

Other funds holding LRCX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dougherty Wealth Advisers's LRCX Position: Q1 2026 in Review

Dougherty Wealth Advisers sold out of Lam Research (LRCX) in Q1 2026, closing a stake of 200 shares — an estimated $34.2K sold.

Dougherty Wealth Advisers first reported a position in LRCX in Q2 2024 and held it in 7 quarters. The position peaked at $34.2K in Q4 2025. 2,640 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • Dougherty Wealth Advisers reported no remaining Lam Research position as of Q1 2026 after selling out during the quarter.
  • Dougherty Wealth Advisers sold 200 Lam Research shares in Q1 2026, an estimated $34.2K.
  • Dougherty Wealth Advisers first reported a position in Lam Research in Q2 2024 and held it in 7 quarters.
  • Dougherty Wealth Advisers's Lam Research position peaked at $34.2K in Q4 2025.
  • 2,640 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Dougherty Wealth Advisers's 13F filing for Q1 2026, filed 21 Apr 2026.