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Journey Strategic Wealth’s Lam Research LRCX Stock Holding History

Journey Strategic 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 		$1.9M Buy
8,872
+687
+8% +$154K 0.05% 108
2025
Q4 		$1.4M Buy
8,185
+661
+9% +$103K 0.04% 131
2025
Q3 		$1.01M Buy
7,524
+567
+8% +$60K 0.03% 166
2025
Q2 		$677K Buy
6,957
+278
+4% +$22K 0.02% 231
2025
Q1 		$486K Buy
6,679
+710
+12% +$55.9K 0.02% 233
2024
Q4 		$431K Buy
5,969
+719
+14% +$54.5K 0.02% 251
2024
Q3 		$429K Sell
5,250
-2,150
-29% -$187K 0.02% 248
2024
Q2 		$789K Buy
7,400
+5,150
+229% +$494K 0.03% 112
2024
Q1 		$219K Buy
+2,250
New +$198K 0.01% 262
2023
Q2 		– Sell
-3,950
Closed -$210K – 244
2023
Q1 		$210K Buy
+3,950
New +$194K 0.02% 218

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

Journey Strategic Wealth's LRCX Position: Q1 2026 in Review

Journey Strategic Wealth increased its Lam Research (LRCX) stake by 8.4% in Q1 2026, buying an estimated $154K and bringing the position to 8,872 shares worth $1.9M. The position accounts for 0.05% of the portfolio, ranked #108.

Journey Strategic Wealth first reported a position in LRCX in Q1 2023 and has held it in 10 quarters since. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • Journey Strategic Wealth held 8,872 shares of Lam Research worth $1.9M as of Q1 2026.
  • Journey Strategic Wealth bought 687 Lam Research shares in Q1 2026, an estimated $154K.
  • Lam Research made up 0.05% of Journey Strategic Wealth's portfolio in Q1 2026, its #108 holding.
  • Journey Strategic Wealth first reported a position in Lam Research in Q1 2023 and has held it in 10 quarters since.
  • 2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.