Fiduciary Wealth Partners’s Lam Research LRCX Stock Holding History

Fiduciary Wealth Partners’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	–	Sell	-3,322	Closed	-$569K	–	85
2025 Q4	$569K	Hold	3,322	–	–	0.23%	39
2025 Q3	$445K	Sell	3,322 -9	-0.3%	-$953	0.19%	47
2025 Q2	$324K	Buy	3,331 +3,131	+1,566%	+$248K	0.31%	38
2025 Q1	$14.5K	Buy	+200	New	+$15.8K	0.01%	60

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

Fiduciary Wealth Partners's LRCX Position: Q1 2026 in Review

Fiduciary Wealth Partners sold out of Lam Research (LRCX) in Q1 2026, closing a stake of 3,322 shares — an estimated $569K sold.

Fiduciary Wealth Partners first reported a position in LRCX in Q1 2025 and held it in 4 quarters. The position peaked at $569K in Q4 2025. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

Fiduciary Wealth Partners reported no remaining Lam Research position as of Q1 2026 after selling out during the quarter.
Fiduciary Wealth Partners sold 3,322 Lam Research shares in Q1 2026, an estimated $569K.
Fiduciary Wealth Partners first reported a position in Lam Research in Q1 2025 and held it in 4 quarters.
Fiduciary Wealth Partners's Lam Research position peaked at $569K in Q4 2025.
2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Fiduciary Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.