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Evermay Wealth Management’s Lam Research LRCX Stock Holding History

Evermay Wealth 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 		$757K Sell
3,541
-33
-0.9% -$7.38K 0.08% 102
2025
Q4 		$612K Sell
3,574
-58
-2% -$9.02K 0.07% 114
2025
Q3 		$487K Hold
3,632
– – 0.06% 126
2025
Q2 		$354K Buy
3,632
+1,292
+55% +$102K 0.04% 148
2025
Q1 		$170K Hold
2,340
– – 0.02% 204
2024
Q4 		$169K Hold
2,340
– – 0.03% 206
2024
Q3 		$191K Hold
2,340
– – 0.03% 202
2024
Q2 		$249K Hold
2,340
– – 0.04% 175
2024
Q1 		$228K Sell
2,340
-10
-0.4% -$880 0.03% 188
2023
Q4 		$184K Buy
2,350
+10
+0.4% +$682 0.03% 187
2023
Q3 		$147K Buy
2,340
+180
+8% +$11.8K 0.03% 196
2023
Q2 		$139K Hold
2,160
– – 0.03% 211
2023
Q1 		$115K Buy
2,160
+320
+17% +$15.7K 0.02% 223
2022
Q4 		$77.5K Hold
1,840
– – 0.02% 254
2022
Q3 		$68K Hold
1,840
– – 0.01% 254
2022
Q2 		$79K Sell
1,840
-300
-14% -$14.3K 0.02% 236
2022
Q1 		$115K Hold
2,140
– – 0.02% 243
2021
Q4 		$154K Buy
2,140
+1,090
+104% +$68.3K 0.03% 189
2021
Q3 		$60K Hold
1,050
– – 0.01% 249
2021
Q2 		$68K Buy
+1,050
New +$66.3K 0.01% 252

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

Evermay Wealth Management's LRCX Position: Q1 2026 in Review

Evermay Wealth Management reduced its Lam Research (LRCX) stake by 0.92% in Q1 2026, selling an estimated $7.38K and leaving 3,541 shares worth $757K. The position accounts for 0.08% of the portfolio, ranked #102.

Evermay Wealth Management first reported a position in LRCX in Q2 2021 and has held it in 20 quarters since. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • Evermay Wealth Management held 3,541 shares of Lam Research worth $757K as of Q1 2026.
  • Evermay Wealth Management sold 33 Lam Research shares in Q1 2026, an estimated $7.38K.
  • Lam Research made up 0.08% of Evermay Wealth Management's portfolio in Q1 2026, its #102 holding.
  • Evermay Wealth Management first reported a position in Lam Research in Q2 2021 and has held it in 20 quarters since.
  • 2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.