Horizon Family Wealth’s Lam Research LRCX Stock Holding History

Horizon Family Wealth’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	$732K	Sell	3,426 -1,336	-28%	-$299K	0.39%	46
2025 Q4	$815K	Buy	4,762 +9	+0.2%	+$1.4K	0.43%	41
2025 Q3	$636K	Buy	4,753 +11	+0.2%	+$1.17K	0.37%	44
2025 Q2	$462K	Buy	4,742 +18	+0.4%	+$1.43K	0.28%	50
2025 Q1	$343K	Buy	4,724 +467	+11%	+$36.8K	0.23%	55
2024 Q4	$307K	Buy	4,257 +77	+2%	+$5.84K	0.2%	67
2024 Q3	$341K	Buy	4,180 +40	+1%	+$3.48K	0.24%	56
2024 Q2	$440K	Buy	4,140 +10	+0.2%	+$959	0.34%	41
2024 Q1	$401K	Buy	4,130 +50	+1%	+$4.4K	0.31%	44
2023 Q4	$320K	Sell	4,080 -140	-3%	-$9.54K	0.27%	50
2023 Q3	$265K	Buy	4,220 +250	+6%	+$16.4K	0.26%	51
2023 Q2	$255K	Buy	3,970 +160	+4%	+$9.02K	0.24%	52
2023 Q1	$202K	Buy	+3,810	New	+$187K	0.21%	59

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

Horizon Family Wealth's LRCX Position: Q1 2026 in Review

Horizon Family Wealth reduced its Lam Research (LRCX) stake by 28% in Q1 2026, selling an estimated $299K and leaving 3,426 shares worth $732K. The position accounts for 0.39% of the portfolio, ranked #46.

Horizon Family Wealth first reported a position in LRCX in Q1 2023 and has held it in 13 quarters since. The position peaked at $815K in Q4 2025. 2,632 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

Horizon Family Wealth held 3,426 shares of Lam Research worth $732K as of Q1 2026.
Horizon Family Wealth sold 1,336 Lam Research shares in Q1 2026, an estimated $299K.
Lam Research made up 0.39% of Horizon Family Wealth's portfolio in Q1 2026, its #46 holding.
Horizon Family Wealth first reported a position in Lam Research in Q1 2023 and has held it in 13 quarters since.
Horizon Family Wealth's Lam Research position peaked at $815K in Q4 2025.
2,632 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Horizon Family Wealth's 13F filing for Q1 2026, filed 8 May 2026.