FourThought Financial Partners’s Lam Research LRCX Stock Holding History

FourThought Financial 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	$6.27M	Sell	29,343 -1,029	-3%	-$230K	0.54%	52
2025 Q4	$5.2M	Sell	30,372 -2,077	-6%	-$323K	0.44%	64
2025 Q3	$4.34M	Sell	32,449 -1,189	-4%	-$126K	0.38%	69
2025 Q2	$3.27M	Sell	33,638 -4,467	-12%	-$354K	0.32%	80
2025 Q1	$2.77M	Sell	38,105 -7,582	-17%	-$597K	0.29%	85
2024 Q4	$3.3M	Buy	+45,687	New	+$3.47M	0.34%	73
2024 Q2	–	Sell	-194,630	Closed	-$18.9M	–	261
2024 Q1	$18.9M	Sell	194,630 -5,680	-3%	-$500K	2.17%	5
2023 Q4	$15.7M	Sell	200,310 -1,280	-0.6%	-$87.2K	1.97%	5
2023 Q3	$12.6M	Sell	201,590 -2,470	-1%	-$162K	1.77%	10
2023 Q2	$13.1M	Sell	204,060 -5,730	-3%	-$323K	1.72%	11
2023 Q1	$11.1M	Buy	209,790 +9,860	+5%	+$484K	1.53%	14
2022 Q4	$8.4M	Buy	+199,930	New	+$8.36M	1.22%	23

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

FourThought Financial Partners's LRCX Position: Q1 2026 in Review

FourThought Financial Partners reduced its Lam Research (LRCX) stake by 3.4% in Q1 2026, selling an estimated $230K and leaving 29,343 shares worth $6.27M. The position accounts for 0.54% of the portfolio, ranked #52.

FourThought Financial Partners first reported a position in LRCX in Q4 2022 and has held it in 12 quarters since. The position peaked at $18.9M in Q1 2024. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

FourThought Financial Partners held 29,343 shares of Lam Research worth $6.27M as of Q1 2026.
FourThought Financial Partners sold 1,029 Lam Research shares in Q1 2026, an estimated $230K.
Lam Research made up 0.54% of FourThought Financial Partners's portfolio in Q1 2026, its #52 holding.
FourThought Financial Partners first reported a position in Lam Research in Q4 2022 and has held it in 12 quarters since.
FourThought Financial Partners's Lam Research position peaked at $18.9M in Q1 2024.
2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

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