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EP Wealth Advisors’s Lam Research LRCX Stock Holding History

EP Wealth Advisors’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 		$11.4M Buy
53,583
+6,861
+15% +$1.53M 0.06% 202
2025
Q4 		$8M Buy
+46,722
New +$7.27M 0.04% 222
2025
Q2 		$4.55M Buy
46,721
+3,922
+9% +$311K 0.03% 280
2025
Q1 		$3.11M Sell
42,799
-3,895
-8% -$307K 0.02% 290
2024
Q4 		$3.37M Buy
+46,694
New +$3.54M 0.03% 268
2024
Q3 		– Sell
-38,570
Closed -$4.11M – 1198
2024
Q2 		$4.11M Sell
38,570
-2,760
-7% -$265K 0.04% 199
2024
Q1 		$4.02M Buy
41,330
+9,240
+29% +$813K 0.05% 191
2023
Q4 		$2.51M Sell
32,090
-890
-3% -$60.7K 0.03% 229
2023
Q3 		$2.07M Sell
32,980
-2,075,390
-98% -$136M 0.03% 234
2023
Q2 		$2.05M Buy
2,108,370
+2,088,200
+10,353% +$118M 0.03% 236
2023
Q1 		$221K Buy
20,170
+6,140
+44% +$301K ﹤0.01% 557
2022
Q4 		$590K Buy
+14,030
New +$587K 0.01% 352
2022
Q3 		– Sell
-15,470
Closed -$659K – 503
2022
Q2 		$659K Buy
15,470
+2,030
+15% +$96.6K 0.01% 323
2022
Q1 		$722K Sell
13,440
-370
-3% -$21.5K 0.02% 308
2021
Q4 		$993K Buy
13,810
+1,070
+8% +$67.1K 0.02% 258
2021
Q3 		$725K Sell
12,740
-210
-2% -$12.8K 0.02% 274
2021
Q2 		$842K Sell
12,950
-980
-7% -$61.9K 0.02% 265
2021
Q1 		$829K Buy
13,930
+1,130
+9% +$61.6K 0.03% 252
2020
Q4 		$605K Buy
12,800
+4,280
+50% +$180K 0.02% 239
2020
Q3 		$283K Sell
8,520
-80
-0.9% -$2.76K 0.01% 297
2020
Q2 		$278K Sell
8,600
-20
-0.2% -$545 0.01% 316
2020
Q1 		$207K Sell
8,620
-1,270
-13% -$36.6K 0.01% 346
2019
Q4 		$289K Sell
9,890
-970
-9% -$25.8K 0.01% 334
2019
Q3 		$251K Sell
10,860
-200
-2% -$4.2K 0.01% 307
2019
Q2 		$208K Sell
11,060
-330
-3% -$6.26K 0.01% 293
2019
Q1 		$204K Buy
+11,390
New +$190K 0.02% 233

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

EP Wealth Advisors's LRCX Position: Q1 2026 in Review

EP Wealth Advisors increased its Lam Research (LRCX) stake by 15% in Q1 2026, buying an estimated $1.53M and bringing the position to 53,583 shares worth $11.4M. The position accounts for 0.06% of the portfolio, ranked #202.

EP Wealth Advisors first reported a position in LRCX in Q1 2019 and has held it in 26 quarters since. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • EP Wealth Advisors held 53,583 shares of Lam Research worth $11.4M as of Q1 2026.
  • EP Wealth Advisors bought 6,861 Lam Research shares in Q1 2026, an estimated $1.53M.
  • Lam Research made up 0.06% of EP Wealth Advisors's portfolio in Q1 2026, its #202 holding.
  • EP Wealth Advisors first reported a position in Lam Research in Q1 2019 and has held it in 26 quarters since.
  • 2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

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