Dynamic Wealth Strategies’s Lam Research LRCX Stock Holding History

Dynamic Wealth Strategies’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	$394K	Sell	1,845 -599	-25%	-$134K	0.23%	52
2025 Q4	$418K	Buy	2,444 +31	+1%	+$4.82K	0.25%	48
2025 Q3	$323K	Sell	2,413 -365	-13%	-$38.6K	0.22%	50
2025 Q2	$270K	Sell	2,778 -397	-13%	-$31.5K	0.19%	52
2025 Q1	$231K	Buy	3,175 +100	+3%	+$7.88K	0.19%	61
2024 Q4	$222K	Sell	3,075 -15	-0.5%	-$1.14K	0.2%	58
2024 Q3	$252K	Buy	3,090 +170	+6%	+$14.8K	0.21%	56
2024 Q2	$311K	Sell	2,920 -10	-0.3%	-$959	0.27%	42
2024 Q1	$285K	Sell	2,930 -10	-0.3%	-$880	0.24%	46
2023 Q4	$230K	Buy	+2,940	New	+$200K	0.21%	52

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

Dynamic Wealth Strategies's LRCX Position: Q1 2026 in Review

Dynamic Wealth Strategies reduced its Lam Research (LRCX) stake by 25% in Q1 2026, selling an estimated $134K and leaving 1,845 shares worth $394K. The position accounts for 0.23% of the portfolio, ranked #52.

Dynamic Wealth Strategies first reported a position in LRCX in Q4 2023 and has held it in 10 quarters since. The position peaked at $418K in Q4 2025. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

Dynamic Wealth Strategies held 1,845 shares of Lam Research worth $394K as of Q1 2026.
Dynamic Wealth Strategies sold 599 Lam Research shares in Q1 2026, an estimated $134K.
Lam Research made up 0.23% of Dynamic Wealth Strategies's portfolio in Q1 2026, its #52 holding.
Dynamic Wealth Strategies first reported a position in Lam Research in Q4 2023 and has held it in 10 quarters since.
Dynamic Wealth Strategies's Lam Research position peaked at $418K in Q4 2025.
2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q1 2026, filed 13 May 2026.