Facet Wealth Inc’s Lam Research LRCX Stock Holding History

Facet Wealth Inc’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	$542K	Buy	2,536 +1,021	+67%	+$228K	0.01%	163
2025 Q4	$363K	Buy	+1,515	New	+$236K	0.01%	191

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

Facet Wealth Inc's LRCX Position: Q1 2026 in Review

Facet Wealth Inc increased its Lam Research (LRCX) stake by 67% in Q1 2026, buying an estimated $228K and bringing the position to 2,536 shares worth $542K. The position accounts for 0.01% of the portfolio, ranked #163.

Facet Wealth Inc 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.

Facet Wealth Inc held 2,536 shares of Lam Research worth $542K as of Q1 2026.
Facet Wealth Inc bought 1,021 Lam Research shares in Q1 2026, an estimated $228K.
Lam Research made up 0.01% of Facet Wealth Inc's portfolio in Q1 2026, its #163 holding.
Facet Wealth Inc 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 Facet Wealth Inc's 13F filing for Q1 2026, filed 7 May 2026.