Legacy Capital Wealth Partners’s Lam Research LRCX Stock Holding History

Legacy Capital 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	$1.8M	Buy	8,439 +716	+9%	+$160K	0.37%	48
2025 Q4	$1.32M	Buy	7,723 +690	+10%	+$107K	0.28%	70
2025 Q3	$942K	Buy	7,033 +389	+6%	+$41.2K	0.2%	101
2025 Q2	$647K	Buy	6,644 +131	+2%	+$10.4K	0.15%	150
2025 Q1	$473K	Buy	6,513 +346	+6%	+$27.2K	0.12%	190
2024 Q4	$445K	Buy	+6,167	New	+$468K	0.11%	202
2024 Q3	–	Sell	-5,460	Closed	-$582K	–	368
2024 Q2	$582K	Buy	+5,460	New	+$524K	0.15%	135
2024 Q1	–	Sell	-5,850	Closed	-$459K	–	244
2023 Q4	$459K	Sell	5,850 -200	-3%	-$13.6K	0.13%	157
2023 Q3	$379K	Buy	+6,050	New	+$397K	0.1%	183
2023 Q2	–	Sell	-5,960	Closed	-$316K	–	149
2023 Q1	$316K	Buy	+5,960	New	+$292K	0.09%	187

Other funds holding LRCX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Legacy Capital Wealth Partners's LRCX Position: Q1 2026 in Review

Legacy Capital Wealth Partners increased its Lam Research (LRCX) stake by 9.3% in Q1 2026, buying an estimated $160K and bringing the position to 8,439 shares worth $1.8M. The position accounts for 0.37% of the portfolio, ranked #48.

Legacy Capital Wealth Partners 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.

Legacy Capital Wealth Partners held 8,439 shares of Lam Research worth $1.8M as of Q1 2026.
Legacy Capital Wealth Partners bought 716 Lam Research shares in Q1 2026, an estimated $160K.
Lam Research made up 0.37% of Legacy Capital Wealth Partners's portfolio in Q1 2026, its #48 holding.
Legacy Capital Wealth Partners 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 Legacy Capital Wealth Partners's 13F filing for Q1 2026, filed 15 May 2026.