Equitable Trust’s Lam Research LRCX Stock Holding History

Equitable Trust’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	$313K	Hold	1,463	–	–	0.01%	397
2025 Q4	$250K	Buy	+1,463	New	+$228K	0.01%	407
2025 Q3	–	Sell	-3,449	Closed	-$336K	–	451
2025 Q2	$336K	Sell	3,449 -1,125	-25%	-$89.2K	0.02%	363
2025 Q1	$333K	Buy	4,574 +471	+11%	+$37.1K	0.02%	388
2024 Q4	$296K	Sell	4,103 -11,067	-73%	-$839K	0.02%	414
2024 Q3	$1.24M	Buy	15,170 +8,880	+141%	+$772K	0.08%	183
2024 Q2	$670K	Buy	6,290 +810	+15%	+$77.7K	0.05%	244
2024 Q1	$532K	Hold	5,480	–	–	0.04%	292
2023 Q4	$429K	Buy	5,480 +480	+10%	+$32.7K	0.03%	301
2023 Q3	$313K	Hold	5,000	–	–	0.03%	336
2023 Q2	$321K	Hold	5,000	–	–	0.02%	327
2023 Q1	$265K	Hold	5,000	–	–	0.02%	354
2022 Q4	$210K	Buy	+5,000	New	+$209K	0.02%	375
2022 Q3	–	Sell	-5,000	Closed	-$213K	–	396
2022 Q2	$213K	Sell	5,000 -330	-6%	-$15.7K	0.02%	371
2022 Q1	$287K	Sell	5,330 -3,440	-39%	-$200K	0.02%	331
2021 Q4	$631K	Buy	+8,770	New	+$550K	0.04%	221

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

Equitable Trust's LRCX Position: Q1 2026 in Review

Equitable Trust held its Lam Research (LRCX) position steady in Q1 2026 at 1,463 shares worth $313K. The position accounts for 0.01% of the portfolio, ranked #397.

Equitable Trust first reported a position in LRCX in Q4 2021 and has held it in 16 quarters since. The position peaked at $1.24M in Q3 2024. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

Equitable Trust held 1,463 shares of Lam Research worth $313K as of Q1 2026.
Equitable Trust left its Lam Research share count unchanged in Q1 2026.
Lam Research made up 0.01% of Equitable Trust's portfolio in Q1 2026, its #397 holding.
Equitable Trust first reported a position in Lam Research in Q4 2021 and has held it in 16 quarters since.
Equitable Trust's Lam Research position peaked at $1.24M in Q3 2024.
2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Equitable Trust's 13F filing for Q1 2026, filed 30 Apr 2026.