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Eads & Heald Wealth Management’s Lam Research LRCX Stock Holding History

Eads & Heald 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 		$4.05M Sell
18,937
-4,051
-18% -$906K 2.02% 3
2025
Q4 		$3.94M Sell
22,988
-1,390
-6% -$216K 1.9% 4
2025
Q3 		$3.26M Buy
24,378
+250
+1% +$26.5K 1.56% 10
2025
Q2 		$2.35M Buy
24,128
+814
+3% +$64.6K 1.16% 25
2025
Q1 		$1.7M Buy
23,314
+1,907
+9% +$150K 0.86% 53
2024
Q4 		$1.55M Sell
21,407
-793
-4% -$60.1K 0.76% 59
2024
Q3 		$1.81M Sell
22,200
-810
-4% -$70.4K 0.86% 49
2024
Q2 		$2.45M Buy
23,010
+2,200
+11% +$211K 1.18% 26
2024
Q1 		$2.02M Sell
20,810
-810
-4% -$71.3K 0.94% 43
2023
Q4 		$1.69M Buy
21,620
+830
+4% +$56.6K 0.81% 60
2023
Q3 		$1.3M Buy
20,790
+2,570
+14% +$169K 0.68% 73
2023
Q2 		$1.17M Sell
18,220
-790
-4% -$44.5K 0.58% 80
2023
Q1 		$1.01M Sell
19,010
-890
-4% -$43.7K 0.5% 82
2022
Q4 		$836K Sell
19,900
-5,700
-22% -$238K 0.43% 92
2022
Q3 		$937K Sell
25,600
-100
-0.4% -$4.45K 0.53% 80
2022
Q2 		$1.09M Buy
25,700
+440
+2% +$20.9K 0.59% 78
2022
Q1 		$1.36M Buy
25,260
+4,710
+23% +$274K 0.63% 75
2021
Q4 		$1.48M Buy
20,550
+110
+0.5% +$6.9K 0.64% 75
2021
Q3 		$1.16M Sell
20,440
-350
-2% -$21.3K 0.56% 86
2021
Q2 		$1.35M Buy
20,790
+2,090
+11% +$132K 0.66% 77
2021
Q1 		$1.11M Buy
18,700
+2,510
+16% +$137K 0.57% 81
2020
Q4 		$765K Buy
16,190
+1,720
+12% +$72.4K 0.41% 92
2020
Q3 		$480K Buy
+14,470
New +$498K 0.29% 103

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

Eads & Heald Wealth Management's LRCX Position: Q1 2026 in Review

Eads & Heald Wealth Management reduced its Lam Research (LRCX) stake by 18% in Q1 2026, selling an estimated $906K and leaving 18,937 shares worth $4.05M. The position accounts for 2.02% of the portfolio, ranked #3.

Eads & Heald Wealth Management first reported a position in LRCX in Q3 2020 and has held it in 23 quarters since. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • Eads & Heald Wealth Management held 18,937 shares of Lam Research worth $4.05M as of Q1 2026.
  • Eads & Heald Wealth Management sold 4,051 Lam Research shares in Q1 2026, an estimated $906K.
  • Lam Research made up 2.02% of Eads & Heald Wealth Management's portfolio in Q1 2026, its #3 holding.
  • Eads & Heald Wealth Management first reported a position in Lam Research in Q3 2020 and has held it in 23 quarters since.
  • 2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Eads & Heald Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.