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Exencial Wealth Advisors’s Lam Research LRCX Stock Holding History

Exencial Wealth Advisors’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 		$996K Sell
4,662
-84
-2% -$18.8K 0.03% 292
2025
Q4 		$812K Buy
4,746
+286
+6% +$44.5K 0.03% 326
2025
Q3 		$597K Buy
4,460
+452
+11% +$47.9K 0.02% 350
2025
Q2 		$390K Buy
4,008
+20
+0.5% +$1.59K 0.01% 406
2025
Q1 		$290K Buy
3,988
+104
+3% +$8.19K 0.01% 431
2024
Q4 		$281K Sell
3,884
-696
-15% -$52.8K 0.01% 436
2024
Q3 		$373K Sell
4,580
-400
-8% -$34.8K 0.01% 406
2024
Q2 		$531K Sell
4,980
-1,080
-18% -$104K 0.02% 345
2024
Q1 		$589K Buy
6,060
+150
+3% +$13.2K 0.02% 333
2023
Q4 		$463K Sell
5,910
-8,830
-60% -$602K 0.02% 350
2023
Q3 		$924K Sell
14,740
-2,890
-16% -$190K 0.04% 240
2023
Q2 		$1.13M Sell
17,630
-1,440
-8% -$81.2K 0.05% 226
2023
Q1 		$1.01M Sell
19,070
-210,570
-92% -$10.3M 0.05% 222
2022
Q4 		$9.65M Buy
229,640
+83,190
+57% +$3.48M 0.52% 58
2022
Q3 		$5.36M Sell
146,450
-95,700
-40% -$4.26M 0.32% 95
2022
Q2 		$10.3M Buy
242,150
+27,430
+13% +$1.31M 0.58% 50
2022
Q1 		$11.5M Sell
214,720
-57,100
-21% -$3.32M 0.58% 47
2021
Q4 		$19.5M Buy
271,820
+81,800
+43% +$5.13M 0.95% 18
2021
Q3 		$10.8M Sell
190,020
-8,340
-4% -$507K 0.47% 49
2021
Q2 		$12.9M Buy
198,360
+9,140
+5% +$577K 0.7% 31
2021
Q1 		$11.3M Sell
189,220
-27,320
-13% -$1.49M 0.67% 34
2020
Q4 		$10.2M Sell
216,540
-52,480
-20% -$2.21M 0.7% 35
2020
Q3 		$8.93M Buy
+269,020
New +$9.27M 0.47% 62

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

Exencial Wealth Advisors's LRCX Position: Q1 2026 in Review

Exencial Wealth Advisors reduced its Lam Research (LRCX) stake by 1.8% in Q1 2026, selling an estimated $18.8K and leaving 4,662 shares worth $996K. The position accounts for 0.03% of the portfolio, ranked #292.

Exencial Wealth Advisors first reported a position in LRCX in Q3 2020 and has held it in 23 quarters since. The position peaked at $19.5M in Q4 2021. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • Exencial Wealth Advisors held 4,662 shares of Lam Research worth $996K as of Q1 2026.
  • Exencial Wealth Advisors sold 84 Lam Research shares in Q1 2026, an estimated $18.8K.
  • Lam Research made up 0.03% of Exencial Wealth Advisors's portfolio in Q1 2026, its #292 holding.
  • Exencial Wealth Advisors first reported a position in Lam Research in Q3 2020 and has held it in 23 quarters since.
  • Exencial Wealth Advisors's Lam Research position peaked at $19.5M in Q4 2021.
  • 2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.