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Keyvantage Wealth’s Lam Research LRCX Stock Holding History

Keyvantage 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 		$1.25M Buy
5,852
+289
+5% +$64.6K 0.55% 29
2025
Q4 		$952K Buy
5,563
+37
+0.7% +$5.75K 0.41% 38
2025
Q3 		$740K Sell
5,526
-435
-7% -$46.1K 0.31% 45
2025
Q2 		$580K Sell
5,961
-589
-9% -$46.7K 0.26% 54
2025
Q1 		$476K Sell
6,550
-414
-6% -$32.6K 0.23% 60
2024
Q4 		$503K Buy
+6,964
New +$528K 0.36% 51

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

Keyvantage Wealth's LRCX Position: Q1 2026 in Review

Keyvantage Wealth increased its Lam Research (LRCX) stake by 5.2% in Q1 2026, buying an estimated $64.6K and bringing the position to 5,852 shares worth $1.25M. The position accounts for 0.55% of the portfolio, ranked #29.

Keyvantage Wealth first reported a position in LRCX in Q4 2024 and has held it in 6 quarters since. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • Keyvantage Wealth held 5,852 shares of Lam Research worth $1.25M as of Q1 2026.
  • Keyvantage Wealth bought 289 Lam Research shares in Q1 2026, an estimated $64.6K.
  • Lam Research made up 0.55% of Keyvantage Wealth's portfolio in Q1 2026, its #29 holding.
  • Keyvantage Wealth first reported a position in Lam Research in Q4 2024 and has held it in 6 quarters since.
  • 2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Keyvantage Wealth's 13F filing for Q1 2026, filed 5 May 2026.