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Forum Financial Management’s Lam Research LRCX Stock Holding History

Forum Financial Management’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
-7,218
Closed -$1.24M – 703
2025
Q4 		$1.24M Sell
7,218
-70
-1% -$10.9K 0.02% 206
2025
Q3 		$976K Buy
7,288
+1,013
+16% +$107K 0.01% 244
2025
Q2 		$611K Buy
6,275
+347
+6% +$27.5K 0.01% 342
2025
Q1 		$431K Buy
5,928
+511
+9% +$40.2K 0.01% 431
2024
Q4 		$391K Buy
5,417
+2,337
+76% +$177K 0.01% 490
2024
Q3 		$251K Sell
3,080
-120
-4% -$10.4K ﹤0.01% 605
2024
Q2 		$341K Sell
3,200
-1,090
-25% -$105K 0.01% 431
2024
Q1 		$417K Buy
4,290
+1,050
+32% +$92.4K 0.01% 387
2023
Q4 		$254K Sell
3,240
-1,000
-24% -$68.2K ﹤0.01% 533
2023
Q3 		$266K Hold
4,240
– – 0.01% 463
2023
Q2 		$273K Buy
+4,240
New +$239K 0.01% 469
2022
Q3 		– Sell
-7,950
Closed -$339K – 581
2022
Q2 		$339K Buy
7,950
+2,000
+34% +$95.2K 0.02% 317
2022
Q1 		$319K Sell
5,950
-90
-1% -$5.24K 0.02% 364
2021
Q4 		$434K Buy
+6,040
New +$379K 0.02% 281

Other funds holding LRCX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Forum Financial Management's LRCX Position: Q1 2026 in Review

Forum Financial Management sold out of Lam Research (LRCX) in Q1 2026, closing a stake of 7,218 shares — an estimated $1.24M sold.

Forum Financial Management first reported a position in LRCX in Q4 2021 and held it in 14 quarters. The position peaked at $1.24M in Q4 2025. 2,640 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • Forum Financial Management reported no remaining Lam Research position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 7,218 Lam Research shares in Q1 2026, an estimated $1.24M.
  • Forum Financial Management first reported a position in Lam Research in Q4 2021 and held it in 14 quarters.
  • Forum Financial Management's Lam Research position peaked at $1.24M in Q4 2025.
  • 2,640 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.