Garrett Wealth Advisory Group’s Lam Research LRCX Stock Holding History

Garrett Wealth Advisory Group’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	$944K	Buy	4,417 +923	+26%	+$206K	0.17%	48
2025 Q4	$598K	Hold	3,494	–	–	0.11%	61
2025 Q3	$468K	Hold	3,494	–	–	0.09%	69
2025 Q2	$340K	Hold	3,494	–	–	0.07%	80
2025 Q1	$254K	Hold	3,494	–	–	0.06%	93
2024 Q4	$252K	Buy	+3,494	New	+$265K	0.06%	91
2019 Q4	–	Sell	-160	Closed	-$3.7K	–	390
2019 Q3	$3.7K	Buy	+160	New	+$3.36K	﹤0.01%	420

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

Garrett Wealth Advisory Group's LRCX Position: Q1 2026 in Review

Garrett Wealth Advisory Group increased its Lam Research (LRCX) stake by 26% in Q1 2026, buying an estimated $206K and bringing the position to 4,417 shares worth $944K. The position accounts for 0.17% of the portfolio, ranked #48.

Garrett Wealth Advisory Group first reported a position in LRCX in Q3 2019 and has held it in 7 quarters since. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

Garrett Wealth Advisory Group held 4,417 shares of Lam Research worth $944K as of Q1 2026.
Garrett Wealth Advisory Group bought 923 Lam Research shares in Q1 2026, an estimated $206K.
Lam Research made up 0.17% of Garrett Wealth Advisory Group's portfolio in Q1 2026, its #48 holding.
Garrett Wealth Advisory Group first reported a position in Lam Research in Q3 2019 and has held it in 7 quarters since.
2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Garrett Wealth Advisory Group's 13F filing for Q1 2026, filed 27 Apr 2026.