Focus Partners Wealth
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Focus Partners Wealth’s Lam Research LRCX Stock Holding History

Focus Partners 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 		$542M Buy
2,525,689
+478,865
+23% +$107M 0.6% 35
2025
Q4 		$343M Buy
2,046,824
+1,597,187
+355% +$248M 0.39% 53
2025
Q3 		$60.2M Buy
449,637
+6,732
+2% +$713K 0.1% 187
2025
Q2 		$43.1M Buy
442,905
+762
+0.2% +$60.4K 0.09% 204
2025
Q1 		$32.1M Sell
442,143
-370,312
-46% -$29.2M 0.08% 237
2024
Q4 		$58.7M Buy
812,455
+539,095
+197% +$40.9M 0.15% 133
2024
Q3 		$22.3M Sell
273,360
-784,620
-74% -$68.2M 0.07% 273
2024
Q2 		$113M Buy
1,057,980
+552,540
+109% +$53M 0.38% 64
2024
Q1 		$49.1M Buy
505,440
+51,230
+11% +$4.51M 0.4% 58
2023
Q4 		$35.6M Buy
+454,210
New +$31M 0.47% 49

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

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

Focus Partners Wealth increased its Lam Research (LRCX) stake by 23% in Q1 2026, buying an estimated $107M and bringing the position to 2,525,689 shares worth $542M. The position accounts for 0.6% of the portfolio, ranked #35.

Focus Partners Wealth first reported a position in LRCX in Q4 2023 and has held it in 10 quarters since. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • Focus Partners Wealth held 2,525,689 shares of Lam Research worth $542M as of Q1 2026.
  • Focus Partners Wealth bought 478,865 Lam Research shares in Q1 2026, an estimated $107M.
  • Lam Research made up 0.6% of Focus Partners Wealth's portfolio in Q1 2026, its #35 holding.
  • Focus Partners Wealth first reported a position in Lam Research in Q4 2023 and has held it in 10 quarters since.
  • 2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.