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Heritage Trust’s Lam Research LRCX Stock Holding History

Heritage Trust’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 		$5.54M Buy
25,911
+1,501
+6% +$336K 0.56% 50
2025
Q4 		$4.18M Buy
24,410
+586
+2% +$91.1K 0.43% 63
2025
Q3 		$3.19M Buy
23,824
+763
+3% +$80.8K 0.34% 76
2025
Q2 		$2.24M Sell
23,061
-481
-2% -$38.1K 0.26% 94
2025
Q1 		$1.71M Sell
23,542
-4,467
-16% -$352K 0.21% 119
2024
Q4 		$2.02M Buy
+28,009
New +$2.12M 0.24% 102
2024
Q2 		$3.42M Buy
32,130
+310
+1% +$29.7K 0.45% 61
2024
Q1 		$3.09M Sell
31,820
-1,220
-4% -$107K 0.41% 71
2023
Q4 		$2.59M Buy
33,040
+990
+3% +$67.5K 0.36% 77
2023
Q3 		$2.01M Sell
32,050
-67,030
-68% -$4.4M 0.31% 87
2023
Q2 		$6.37M Buy
99,080
+1,710
+2% +$96.4K 0.93% 28
2023
Q1 		$5.16M Buy
97,370
+1,150
+1% +$56.4K 0.81% 35
2022
Q4 		$4.04M Buy
96,220
+2,580
+3% +$108K 0.66% 42
2022
Q3 		$3.43M Buy
93,640
+180
+0.2% +$8.01K 0.6% 47
2022
Q2 		$3.98M Sell
93,460
-2,060
-2% -$98.1K 0.65% 45
2022
Q1 		$5.13M Sell
95,520
-530
-0.6% -$30.9K 0.73% 38
2021
Q4 		$6.91M Buy
96,050
+460
+0.5% +$28.8K 0.89% 35
2021
Q3 		$5.44M Sell
95,590
-350
-0.4% -$21.3K 0.77% 40
2021
Q2 		$6.24M Sell
95,940
-13,040
-12% -$823K 0.89% 36
2021
Q1 		$6.49M Buy
108,980
+100
+0.1% +$5.45K 0.99% 33
2020
Q4 		$5.14M Buy
108,880
+33,940
+45% +$1.43M 0.83% 39
2020
Q3 		$2.48M Buy
74,940
+13,990
+23% +$482K 0.46% 64
2020
Q2 		$1.97M Buy
60,950
+44,820
+278% +$1.22M 0.39% 72
2020
Q1 		$387K Buy
+16,130
New +$464K 0.1% 134

Other funds holding LRCX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Heritage Trust's LRCX Position: Q1 2026 in Review

Heritage Trust increased its Lam Research (LRCX) stake by 6.1% in Q1 2026, buying an estimated $336K and bringing the position to 25,911 shares worth $5.54M. The position accounts for 0.56% of the portfolio, ranked #50.

Heritage Trust first reported a position in LRCX in Q1 2020 and has held it in 24 quarters since. The position peaked at $6.91M in Q4 2021. 2,631 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • Heritage Trust held 25,911 shares of Lam Research worth $5.54M as of Q1 2026.
  • Heritage Trust bought 1,501 Lam Research shares in Q1 2026, an estimated $336K.
  • Lam Research made up 0.56% of Heritage Trust's portfolio in Q1 2026, its #50 holding.
  • Heritage Trust first reported a position in Lam Research in Q1 2020 and has held it in 24 quarters since.
  • Heritage Trust's Lam Research position peaked at $6.91M in Q4 2021.
  • 2,631 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Heritage Trust's 13F filing for Q1 2026, filed 13 May 2026.