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Ethos Financial Group’s Lam Research LRCX Stock Holding History

Ethos Financial Group’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 		$314K Buy
1,469
+28
+2% +$6.26K 0.02% 398
2025
Q4 		$247K Buy
+1,441
New +$224K 0.02% 430
2025
Q1 		– Sell
-486
Closed -$35.6K – 478
2024
Q4 		$35.6K Buy
+486
New +$36.9K ﹤0.01% 353
2024
Q3 		– Sell
-1,950
Closed -$234K – 316
2024
Q2 		$234K Buy
+1,950
New +$187K 0.04% 237

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

Ethos Financial Group's LRCX Position: Q1 2026 in Review

Ethos Financial Group increased its Lam Research (LRCX) stake by 1.9% in Q1 2026, buying an estimated $6.26K and bringing the position to 1,469 shares worth $314K. The position accounts for 0.02% of the portfolio, ranked #398.

Ethos Financial Group first reported a position in LRCX in Q2 2024 and has held it in 4 quarters since. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • Ethos Financial Group held 1,469 shares of Lam Research worth $314K as of Q1 2026.
  • Ethos Financial Group bought 28 Lam Research shares in Q1 2026, an estimated $6.26K.
  • Lam Research made up 0.02% of Ethos Financial Group's portfolio in Q1 2026, its #398 holding.
  • Ethos Financial Group first reported a position in Lam Research in Q2 2024 and has held it in 4 quarters since.
  • 2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Ethos Financial Group's 13F filing for Q1 2026, filed 5 May 2026.