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

Evelyn Partners Investment Management’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 		$241K Sell
1,126
-34
-3% -$7.6K 0.01% 197
2025
Q4 		$199K Hold
1,160
– – 0.01% 205
2025
Q3 		$155K Hold
1,160
– – ﹤0.01% 215
2025
Q2 		$113K Hold
1,160
– – ﹤0.01% 231
2025
Q1 		$84.3K Hold
1,160
– – ﹤0.01% 246
2024
Q4 		$83.8K Buy
+1,160
New +$88K ﹤0.01% 246

Other funds holding LRCX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Evelyn Partners Investment Management reduced its Lam Research (LRCX) stake by 2.9% in Q1 2026, selling an estimated $7.6K and leaving 1,126 shares worth $241K. The position accounts for 0.01% of the portfolio, ranked #197.

Evelyn Partners Investment Management first reported a position in LRCX in Q4 2024 and has held it in 6 quarters since. 2,651 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • Evelyn Partners Investment Management held 1,126 shares of Lam Research worth $241K as of Q1 2026.
  • Evelyn Partners Investment Management sold 34 Lam Research shares in Q1 2026, an estimated $7.6K.
  • Lam Research made up 0.01% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #197 holding.
  • Evelyn Partners Investment Management first reported a position in Lam Research in Q4 2024 and has held it in 6 quarters since.
  • 2,651 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

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