Evergreen Private Wealth’s Lam Research LRCX Stock Holding History

Evergreen Private Wealth’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
2025 Q4	–	Sell	-30	Closed	-$4.02K	–	159
2025 Q3	$4.02K	Hold	30	–	–	﹤0.01%	188
2025 Q2	$2.92K	Buy	+30	New	+$2.38K	﹤0.01%	221
2024 Q2	–	Sell	-550	Closed	-$53.4K	–	217
2024 Q1	$53.4K	Hold	550	–	–	0.03%	118
2023 Q4	$43.1K	Buy	+550	New	+$37.5K	0.02%	117

Other funds holding LRCX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Evergreen Private Wealth's LRCX Position: Q4 2025 in Review

Evergreen Private Wealth sold out of Lam Research (LRCX) in Q4 2025, closing a stake of 30 shares — an estimated $4.02K sold.

Evergreen Private Wealth first reported a position in LRCX in Q4 2023 and held it in 4 quarters. The position peaked at $53.4K in Q1 2024. 2,396 funds tracked by Wall St. Rank hold LRCX as of Q4 2025.

Evergreen Private Wealth reported no remaining Lam Research position as of Q4 2025 after selling out during the quarter.
Evergreen Private Wealth sold 30 Lam Research shares in Q4 2025, an estimated $4.02K.
Evergreen Private Wealth first reported a position in Lam Research in Q4 2023 and held it in 4 quarters.
Evergreen Private Wealth's Lam Research position peaked at $53.4K in Q1 2024.
2,396 funds tracked by Wall St. Rank held Lam Research as of Q4 2025.

Based on Evergreen Private Wealth's 13F filing for Q4 2025, filed 28 Jan 2026.