Genesis Financial Group’s Lam Research LRCX Stock Holding History

Genesis Financial 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	–	Sell	-28,363	Closed	-$4.86M	–	113
2025 Q4	$4.86M	Buy	+28,363	New	+$4.41M	2.82%	9

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

Genesis Financial Group's LRCX Position: Q1 2026 in Review

Genesis Financial Group sold out of Lam Research (LRCX) in Q1 2026, closing a stake of 28,363 shares — an estimated $4.86M sold.

Genesis Financial Group first reported a position in LRCX in Q4 2025 and held it in 1 quarter. The position peaked at $4.86M in Q4 2025. 2,632 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

Genesis Financial Group reported no remaining Lam Research position as of Q1 2026 after selling out during the quarter.
Genesis Financial Group sold 28,363 Lam Research shares in Q1 2026, an estimated $4.86M.
Genesis Financial Group first reported a position in Lam Research in Q4 2025 and held it in 1 quarter.
Genesis Financial Group's Lam Research position peaked at $4.86M in Q4 2025.
2,632 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Genesis Financial Group's 13F filing for Q1 2026, filed 18 May 2026.