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Keystone Wealth Services’s Lam Research LRCX Stock Holding History

Keystone Wealth Services’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 		$457K Sell
2,141
-208
-9% -$46.5K 0.1% 200
2025
Q4 		$402K Sell
2,349
-69
-3% -$10.7K 0.08% 173
2025
Q3 		$324K Hold
2,418
– – 0.07% 235
2025
Q2 		$235K Buy
+2,418
New +$192K 0.06% 250
2024
Q4 		– Sell
-2,520
Closed -$205K – 263
2024
Q3 		$205K Sell
2,520
-170
-6% -$14.8K 0.06% 244
2024
Q2 		$286K Buy
2,690
+200
+8% +$19.2K 0.09% 186
2024
Q1 		$242K Buy
+2,490
New +$219K 0.08% 195

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

Keystone Wealth Services's LRCX Position: Q1 2026 in Review

Keystone Wealth Services reduced its Lam Research (LRCX) stake by 8.9% in Q1 2026, selling an estimated $46.5K and leaving 2,141 shares worth $457K. The position accounts for 0.1% of the portfolio, ranked #200.

Keystone Wealth Services first reported a position in LRCX in Q1 2024 and has held it in 7 quarters since. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • Keystone Wealth Services held 2,141 shares of Lam Research worth $457K as of Q1 2026.
  • Keystone Wealth Services sold 208 Lam Research shares in Q1 2026, an estimated $46.5K.
  • Lam Research made up 0.1% of Keystone Wealth Services's portfolio in Q1 2026, its #200 holding.
  • Keystone Wealth Services first reported a position in Lam Research in Q1 2024 and has held it in 7 quarters since.
  • 2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Keystone Wealth Services's 13F filing for Q1 2026, filed 13 May 2026.