IWA
LRCX icon

Icon Wealth Advisors’s Lam Research LRCX Stock Holding History

Icon Wealth Advisors’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 		$4.21M Sell
16,911
-638
-4% -$143K 0.27% 60
2025
Q4 		$3M Sell
17,549
-2,779
-14% -$432K 0.2% 78
2025
Q3 		$2.72M Sell
20,328
-2,877
-12% -$305K 0.18% 85
2025
Q2 		$2.26M Buy
23,205
+751
+3% +$59.6K 0.16% 101
2025
Q1 		$1.63M Sell
22,454
-1,120
-5% -$88.2K 0.13% 118
2024
Q4 		$1.7M Buy
23,574
+1,404
+6% +$106K 0.14% 109
2024
Q3 		$1.81M Buy
22,170
+2,200
+11% +$191K 0.15% 98
2024
Q2 		$1.84M Buy
19,970
+3,960
+25% +$380K 0.16% 96
2024
Q1 		$1.56M Buy
16,010
+3,890
+32% +$342K 0.14% 113
2023
Q4 		$949K Buy
+12,120
New +$826K 0.1% 131
2022
Q4 		– Sell
-2,740
Closed -$100K – 382
2022
Q3 		$100K Buy
+2,740
New +$122K 0.01% 398

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

Icon Wealth Advisors's LRCX Position: Q1 2026 in Review

Icon Wealth Advisors reduced its Lam Research (LRCX) stake by 3.6% in Q1 2026, selling an estimated $143K and leaving 16,911 shares worth $4.21M. The position accounts for 0.27% of the portfolio, ranked #60.

Icon Wealth Advisors first reported a position in LRCX in Q3 2022 and has held it in 11 quarters since. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • Icon Wealth Advisors held 16,911 shares of Lam Research worth $4.21M as of Q1 2026.
  • Icon Wealth Advisors sold 638 Lam Research shares in Q1 2026, an estimated $143K.
  • Lam Research made up 0.27% of Icon Wealth Advisors's portfolio in Q1 2026, its #60 holding.
  • Icon Wealth Advisors first reported a position in Lam Research in Q3 2022 and has held it in 11 quarters since.
  • 2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Icon Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.