Evolve Private Wealth’s Lam Research LRCX Stock Holding History

Evolve 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
2026 Q1	$8.55M	Sell	40,000 -1,550	-4%	-$347K	0.46%	31
2025 Q4	$7.12M	Buy	+41,550	New	+$6.46M	0.42%	34

Other funds holding LRCX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Evolve Private Wealth's LRCX Position: Q1 2026 in Review

Evolve Private Wealth reduced its Lam Research (LRCX) stake by 3.7% in Q1 2026, selling an estimated $347K and leaving 40,000 shares worth $8.55M. The position accounts for 0.46% of the portfolio, ranked #31.

Evolve Private Wealth first reported a position in LRCX in Q4 2025 and has held it in 2 quarters since. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

Evolve Private Wealth held 40,000 shares of Lam Research worth $8.55M as of Q1 2026.
Evolve Private Wealth sold 1,550 Lam Research shares in Q1 2026, an estimated $347K.
Lam Research made up 0.46% of Evolve Private Wealth's portfolio in Q1 2026, its #31 holding.
Evolve Private Wealth first reported a position in Lam Research in Q4 2025 and has held it in 2 quarters since.
2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Evolve Private Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.