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Evelyn Partners Investment Management Services’s Lam Research LRCX Stock Holding History

Evelyn Partners Investment Management 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 		$5.33M Sell
24,941
-2,444
-9% -$546K 0.63% 41
2025
Q4 		$4.69M Sell
27,385
-5,260
-16% -$818K 0.59% 47
2025
Q3 		$4.37M Sell
32,645
-4,228
-11% -$448K 0.59% 46
2025
Q2 		$3.59M Buy
36,873
+980
+3% +$77.7K 0.54% 47
2025
Q1 		$2.61M Buy
35,893
+1,179
+3% +$92.8K 0.43% 52
2024
Q4 		$2.51M Buy
+34,714
New +$2.63M 0.44% 51

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

Evelyn Partners Investment Management Services's LRCX Position: Q1 2026 in Review

Evelyn Partners Investment Management Services reduced its Lam Research (LRCX) stake by 8.9% in Q1 2026, selling an estimated $546K and leaving 24,941 shares worth $5.33M. The position accounts for 0.63% of the portfolio, ranked #41.

Evelyn Partners Investment Management Services first reported a position in LRCX in Q4 2024 and has held it in 6 quarters since. 2,632 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • Evelyn Partners Investment Management Services held 24,941 shares of Lam Research worth $5.33M as of Q1 2026.
  • Evelyn Partners Investment Management Services sold 2,444 Lam Research shares in Q1 2026, an estimated $546K.
  • Lam Research made up 0.63% of Evelyn Partners Investment Management Services's portfolio in Q1 2026, its #41 holding.
  • Evelyn Partners Investment Management Services first reported a position in Lam Research in Q4 2024 and has held it in 6 quarters since.
  • 2,632 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Evelyn Partners Investment Management Services's 13F filing for Q1 2026, filed 15 May 2026.