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KDK Private Wealth Management’s Lam Research LRCX Stock Holding History

KDK Private Wealth Management’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 		– Sell
-2,488
Closed -$426K – 68
2025
Q4 		$426K Buy
+2,488
New +$387K 0.37% 40

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

KDK Private Wealth Management's LRCX Position: Q1 2026 in Review

KDK Private Wealth Management sold out of Lam Research (LRCX) in Q1 2026, closing a stake of 2,488 shares — an estimated $426K sold.

KDK Private Wealth Management first reported a position in LRCX in Q4 2025 and held it in 1 quarter. The position peaked at $426K in Q4 2025. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • KDK Private Wealth Management reported no remaining Lam Research position as of Q1 2026 after selling out during the quarter.
  • KDK Private Wealth Management sold 2,488 Lam Research shares in Q1 2026, an estimated $426K.
  • KDK Private Wealth Management first reported a position in Lam Research in Q4 2025 and held it in 1 quarter.
  • KDK Private Wealth Management's Lam Research position peaked at $426K in Q4 2025.
  • 2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on KDK Private Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.