IWP
LRCX icon

Invenio Wealth Partners’s Lam Research LRCX Stock Holding History

Invenio Wealth Partners’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 		$232K Buy
+1,088
New +$243K 0.09% 82
2025
Q1 		– Sell
-2,925
Closed -$211K – 100
2024
Q4 		$211K Buy
2,925
+85
+3% +$6.45K 0.09% 96
2024
Q3 		$232K Buy
2,840
+160
+6% +$13.9K 0.1% 93
2024
Q2 		$285K Buy
2,680
+160
+6% +$15.3K 0.14% 75
2024
Q1 		$245K Buy
+2,520
New +$222K 0.13% 84

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

Invenio Wealth Partners's LRCX Position: Q1 2026 in Review

Invenio Wealth Partners opened a new position in Lam Research (LRCX) in Q1 2026: 1,088 shares worth $232K. The stake represents 0.09% of the portfolio and ranks #82 among its holdings. This is a return to the name: Invenio Wealth Partners previously reported a position in LRCX as recently as Q4 2024.

Invenio Wealth Partners first reported a position in LRCX in Q1 2024 and has held it in 5 quarters since. The position peaked at $285K in Q2 2024. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • Invenio Wealth Partners held 1,088 shares of Lam Research worth $232K as of Q1 2026.
  • Lam Research was a new Invenio Wealth Partners position in Q1 2026.
  • Lam Research made up 0.09% of Invenio Wealth Partners's portfolio in Q1 2026, its #82 holding.
  • Invenio Wealth Partners first reported a position in Lam Research in Q1 2024 and has held it in 5 quarters since.
  • Invenio Wealth Partners's Lam Research position peaked at $285K in Q2 2024.
  • 2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Invenio Wealth Partners's 13F filing for Q1 2026, filed 14 Apr 2026.