Institute for Wealth Management’s Lam Research LRCX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $15.5M | Sell |
72,385
-312
| -0.4% | -$69.8K | 1.65% | 7 |
|
|
2025
Q4 | $12.4M | Sell |
72,697
-775
| -1% | -$121K | 1.32% | 8 |
|
|
2025
Q3 | $9.84M | Sell |
73,472
-1
| -0% | -$106 | 1.02% | 10 |
|
|
2025
Q2 | $7.15M | Sell |
73,473
-240
| -0.3% | -$19K | 0.8% | 12 |
|
|
2025
Q1 | $5.36M | Buy |
+73,713
| New | +$5.8M | 0.69% | 25 |
|
|
2024
Q4 | – | Sell |
-74,990
| Closed | -$6.12M | – | 544 |
|
|
2024
Q3 | $6.12M | Sell |
74,990
-240
| -0.3% | -$20.9K | 0.77% | 17 |
|
|
2024
Q2 | $8.01M | Hold |
75,230
| – | – | 1.07% | 9 |
|
|
2024
Q1 | $7.31M | Sell |
75,230
-90
| -0.1% | -$7.92K | 0.94% | 10 |
|
|
2023
Q4 | $5.9M | Hold |
75,320
| – | – | 0.96% | 12 |
|
|
2023
Q3 | $4.72M | Hold |
75,320
| – | – | 0.85% | 14 |
|
|
2023
Q2 | $4.84M | Hold |
75,320
| – | – | 0.82% | 15 |
|
|
2023
Q1 | $3.99M | Sell |
75,320
-140
| -0.2% | -$6.87K | 0.76% | 19 |
|
|
2022
Q4 | $3.17M | Sell |
75,460
-160
| -0.2% | -$6.69K | 0.67% | 27 |
|
|
2022
Q3 | $2.77M | Sell |
75,620
-40
| -0.1% | -$1.78K | 0.62% | 33 |
|
|
2022
Q2 | $3.22M | Sell |
75,660
-40
| -0.1% | -$1.9K | 0.63% | 31 |
|
|
2022
Q1 | $4.07M | Sell |
75,700
-50
| -0.1% | -$2.91K | 0.66% | 25 |
|
|
2021
Q4 | $5.45M | Sell |
75,750
-150
| -0.2% | -$9.4K | 0.89% | 16 |
|
|
2021
Q3 | $4.32M | Sell |
75,900
-30
| -0% | -$1.82K | 0.76% | 22 |
|
|
2021
Q2 | $4.94M | Sell |
75,930
-40
| -0.1% | -$2.52K | 0.87% | 20 |
|
|
2021
Q1 | $4.52M | Sell |
75,970
-560
| -0.7% | -$30.5K | 0.86% | 20 |
|
|
2020
Q4 | $3.61M | Sell |
76,530
-460
| -0.6% | -$19.4K | 0.72% | 26 |
|
|
2020
Q3 | $2.55M | Hold |
76,990
| – | – | 0.58% | 33 |
|
|
2020
Q2 | $2.49M | Buy |
76,990
+3,940
| +5% | +$107K | 0.61% | 27 |
|
|
2020
Q1 | $1.75M | Sell |
73,050
-2,000
| -3% | -$57.6K | 0.54% | 42 |
|
|
2019
Q4 | $2.19M | Sell |
75,050
-100
| -0.1% | -$2.66K | 0.5% | 40 |
|
|
2019
Q3 | $1.74M | Buy |
75,150
+2,910
| +4% | +$61.1K | 0.44% | 49 |
|
|
2019
Q2 | $1.36M | Sell |
72,240
-5,310
| -7% | -$101K | 0.3% | 83 |
|
|
2019
Q1 | $1.39M | Buy |
+77,550
| New | +$1.29M | 0.3% | 82 |
|
|
2018
Q1 | – | Sell |
-67,860
| Closed | -$1.25M | – | 341 |
|
|
2017
Q4 | $1.25M | Buy |
+67,860
| New | +$1.33M | 0.29% | 109 |
|
|
2017
Q3 | – | Sell |
-68,360
| Closed | -$964K | – | 329 |
|
|
2017
Q2 | $964K | Buy |
+68,360
| New | +$1M | 0.27% | 124 |
|
Other funds holding LRCX
VCM
VPM
Institute for Wealth Management's LRCX Position: Q1 2026 in Review
Institute for Wealth Management reduced its Lam Research (LRCX) stake by 0.43% in Q1 2026, selling an estimated $69.8K and leaving 72,385 shares worth $15.5M. The position accounts for 1.65% of the portfolio, ranked #7.
Institute for Wealth Management first reported a position in LRCX in Q2 2017 and has held it in 30 quarters since. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.
- Institute for Wealth Management held 72,385 shares of Lam Research worth $15.5M as of Q1 2026.
- Institute for Wealth Management sold 312 Lam Research shares in Q1 2026, an estimated $69.8K.
- Lam Research made up 1.65% of Institute for Wealth Management's portfolio in Q1 2026, its #7 holding.
- Institute for Wealth Management first reported a position in Lam Research in Q2 2017 and has held it in 30 quarters since.
- 2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.
Based on Institute for Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.