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Live Oak Private Wealth’s Lam Research LRCX Stock Holding History

Live Oak Private 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 		$285K Buy
1,335
+28
+2% +$6.26K 0.04% 173
2025
Q4 		$224K Buy
+1,307
New +$203K 0.03% 185

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

Live Oak Private Wealth's LRCX Position: Q1 2026 in Review

Live Oak Private Wealth increased its Lam Research (LRCX) stake by 2.1% in Q1 2026, buying an estimated $6.26K and bringing the position to 1,335 shares worth $285K. The position accounts for 0.04% of the portfolio, ranked #173.

Live Oak Private Wealth first reported a position in LRCX in Q4 2025 and has held it in 2 quarters since. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • Live Oak Private Wealth held 1,335 shares of Lam Research worth $285K as of Q1 2026.
  • Live Oak Private Wealth bought 28 Lam Research shares in Q1 2026, an estimated $6.26K.
  • Lam Research made up 0.04% of Live Oak Private Wealth's portfolio in Q1 2026, its #173 holding.
  • Live Oak Private Wealth first reported a position in Lam Research in Q4 2025 and has held it in 2 quarters since.
  • 2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Live Oak Private Wealth's 13F filing for Q1 2026, filed 20 Apr 2026.