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Dynasty Wealth Management’s Lam Research LRCX Stock Holding History

Dynasty 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 		$1.22M Buy
5,732
+192
+3% +$42.9K 0.01% 165
2025
Q4 		$948K Buy
5,540
+809
+17% +$126K 0.01% 188
2025
Q3 		$633K Buy
+4,731
New +$501K 0.01% 205
2024
Q3 		– Sell
-6,470
Closed -$689K – 250
2024
Q2 		$689K Sell
6,470
-1,150
-15% -$110K 0.02% 163
2024
Q1 		$740K Buy
+7,620
New +$670K 0.02% 147

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

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

Dynasty Wealth Management increased its Lam Research (LRCX) stake by 3.5% in Q1 2026, buying an estimated $42.9K and bringing the position to 5,732 shares worth $1.22M. The position accounts for 0.01% of the portfolio, ranked #165.

Dynasty Wealth Management first reported a position in LRCX in Q1 2024 and has held it in 5 quarters since. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • Dynasty Wealth Management held 5,732 shares of Lam Research worth $1.22M as of Q1 2026.
  • Dynasty Wealth Management bought 192 Lam Research shares in Q1 2026, an estimated $42.9K.
  • Lam Research made up 0.01% of Dynasty Wealth Management's portfolio in Q1 2026, its #165 holding.
  • Dynasty Wealth Management first reported a position in Lam Research in Q1 2024 and has held it in 5 quarters since.
  • 2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Dynasty Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.