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Essex Financial Services’s Lam Research LRCX Stock Holding History

Essex Financial Services’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 		$1.47M Sell
6,878
-116
-2% -$25.9K 0.08% 207
2025
Q4 		$1.2M Buy
6,994
+235
+3% +$36.5K 0.07% 242
2025
Q3 		$905K Buy
6,759
+167
+3% +$17.7K 0.05% 295
2025
Q2 		$642K Buy
6,592
+977
+17% +$77.5K 0.04% 357
2025
Q1 		$408K Buy
5,615
+72
+1% +$5.67K 0.03% 425
2024
Q4 		$400K Buy
+5,543
New +$420K 0.03% 424
2024
Q3 		– Sell
-4,930
Closed -$394K – 646
2024
Q2 		$394K Sell
4,930
-490
-9% -$47K 0.03% 421
2024
Q1 		$527K Sell
5,420
-10
-0.2% -$880 0.05% 315
2023
Q4 		$425K Sell
5,430
-610
-10% -$41.6K 0.04% 330
2023
Q3 		$379K Sell
6,040
-160
-3% -$10.5K 0.04% 332
2023
Q2 		$399K Buy
6,200
+1,120
+22% +$63.1K 0.05% 316
2023
Q1 		$269K Buy
+5,080
New +$249K 0.03% 394
2022
Q2 		– Sell
-4,900
Closed -$263K – 504
2022
Q1 		$263K Sell
4,900
-530
-10% -$30.9K 0.03% 413
2021
Q4 		$390K Buy
5,430
+30
+0.6% +$1.88K 0.04% 321
2021
Q3 		$307K Buy
5,400
+950
+21% +$57.8K 0.04% 342
2021
Q2 		$265K Hold
4,450
– – 0.04% 351
2021
Q1 		$265K Buy
+4,450
New +$242K 0.05% 286

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

Essex Financial Services's LRCX Position: Q1 2026 in Review

Essex Financial Services reduced its Lam Research (LRCX) stake by 1.7% in Q1 2026, selling an estimated $25.9K and leaving 6,878 shares worth $1.47M. The position accounts for 0.08% of the portfolio, ranked #207.

Essex Financial Services first reported a position in LRCX in Q1 2021 and has held it in 17 quarters since. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • Essex Financial Services held 6,878 shares of Lam Research worth $1.47M as of Q1 2026.
  • Essex Financial Services sold 116 Lam Research shares in Q1 2026, an estimated $25.9K.
  • Lam Research made up 0.08% of Essex Financial Services's portfolio in Q1 2026, its #207 holding.
  • Essex Financial Services first reported a position in Lam Research in Q1 2021 and has held it in 17 quarters since.
  • 2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.