GenTrust’s Lam Research LRCX Stock Holding History

GenTrust’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	$324K	Sell	1,513 -305	-17%	-$68.2K	0.01%	195
2025 Q4	$312K	Buy	1,818 +194	+12%	+$30.2K	0.01%	205
2025 Q3	$218K	Buy	+1,624	New	+$172K	0.01%	196

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

GenTrust's LRCX Position: Q1 2026 in Review

GenTrust reduced its Lam Research (LRCX) stake by 17% in Q1 2026, selling an estimated $68.2K and leaving 1,513 shares worth $324K. The position accounts for 0.01% of the portfolio, ranked #195.

GenTrust first reported a position in LRCX in Q3 2025 and has held it in 3 quarters since. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

GenTrust held 1,513 shares of Lam Research worth $324K as of Q1 2026.
GenTrust sold 305 Lam Research shares in Q1 2026, an estimated $68.2K.
Lam Research made up 0.01% of GenTrust's portfolio in Q1 2026, its #195 holding.
GenTrust first reported a position in Lam Research in Q3 2025 and has held it in 3 quarters since.
2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on GenTrust's 13F filing for Q1 2026, filed 27 Apr 2026.