First American Trust’s Lam Research LRCX Stock Holding History

First American Trust’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	$6.47M	Sell	30,271 -105	-0.3%	-$23.5K	0.44%	72
2025 Q4	$5.2M	Sell	30,376 -30	-0.1%	-$4.67K	0.36%	81
2025 Q3	$4.07M	Sell	30,406 -75	-0.2%	-$7.94K	0.3%	92
2025 Q2	$2.97M	Sell	30,481 -13,166	-30%	-$1.04M	0.24%	104
2025 Q1	$3.17M	Buy	43,647 +12,905	+42%	+$1.02M	0.29%	93
2024 Q4	$2.22M	Buy	30,742 +15,392	+100%	+$1.17M	0.22%	95
2024 Q3	$1.25M	Buy	15,350 +13,070	+573%	+$1.14M	0.12%	115
2024 Q2	$243K	Sell	2,280 -1,380	-38%	-$132K	0.02%	188
2024 Q1	$356K	Buy	3,660 +500	+16%	+$44K	0.04%	163
2023 Q4	$248K	Buy	+3,160	New	+$215K	0.03%	164
2021 Q1	–	Sell	-5,830	Closed	-$276K	–	155
2020 Q4	$276K	Sell	5,830 -1,510	-21%	-$63.5K	0.05%	131
2020 Q3	$243K	Buy	7,340 +10	+0.1%	+$345	0.04%	127
2020 Q2	$237K	Buy	+7,330	New	+$200K	0.05%	113

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

First American Trust's LRCX Position: Q1 2026 in Review

First American Trust reduced its Lam Research (LRCX) stake by 0.35% in Q1 2026, selling an estimated $23.5K and leaving 30,271 shares worth $6.47M. The position accounts for 0.44% of the portfolio, ranked #72.

First American Trust first reported a position in LRCX in Q2 2020 and has held it in 13 quarters since. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

First American Trust held 30,271 shares of Lam Research worth $6.47M as of Q1 2026.
First American Trust sold 105 Lam Research shares in Q1 2026, an estimated $23.5K.
Lam Research made up 0.44% of First American Trust's portfolio in Q1 2026, its #72 holding.
First American Trust first reported a position in Lam Research in Q2 2020 and has held it in 13 quarters since.
2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on First American Trust's 13F filing for Q1 2026, filed 12 May 2026.