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Lyell Wealth Management’s Lam Research LRCX Stock Holding History

Lyell 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 		$950K Hold
4,446
– – 0.07% 120
2025
Q4 		$761K Sell
4,446
-724
-14% -$113K 0.06% 128
2025
Q3 		$692K Hold
5,170
– – 0.05% 133
2025
Q2 		$503K Hold
5,170
– – 0.04% 149
2025
Q1 		$376K Sell
5,170
-430
-8% -$33.9K 0.04% 158
2024
Q4 		$404K Hold
5,600
– – 0.04% 151
2024
Q3 		$457K Sell
5,600
-150
-3% -$13K 0.04% 150
2024
Q2 		$612K Buy
5,750
+430
+8% +$41.2K 0.06% 128
2024
Q1 		$517K Buy
5,320
+220
+4% +$19.4K 0.05% 136
2023
Q4 		$399K Hold
5,100
– – 0.05% 143
2023
Q3 		$320K Sell
5,100
-730
-13% -$48K 0.04% 145
2023
Q2 		$375K Hold
5,830
– – 0.05% 142
2023
Q1 		$309K Sell
5,830
-2,230
-28% -$109K 0.04% 163
2022
Q4 		$339K Buy
+8,060
New +$337K 0.05% 158
2022
Q3 		– Sell
-5,310
Closed -$227K – 196
2022
Q2 		$227K Buy
5,310
+20
+0.4% +$952 0.04% 176
2022
Q1 		$285K Buy
5,290
+30
+0.6% +$1.75K 0.04% 174
2021
Q4 		$379K Buy
5,260
+140
+3% +$8.78K 0.04% 149
2021
Q3 		$292K Hold
5,120
– – 0.04% 160
2021
Q2 		$334K Buy
5,120
+20
+0.4% +$1.26K 0.04% 159
2021
Q1 		$304K Buy
+5,100
New +$278K 0.04% 153

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

Lyell Wealth Management's LRCX Position: Q1 2026 in Review

Lyell Wealth Management held its Lam Research (LRCX) position steady in Q1 2026 at 4,446 shares worth $950K. The position accounts for 0.07% of the portfolio, ranked #120.

Lyell Wealth Management first reported a position in LRCX in Q1 2021 and has held it in 20 quarters since. 2,632 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • Lyell Wealth Management held 4,446 shares of Lam Research worth $950K as of Q1 2026.
  • Lyell Wealth Management left its Lam Research share count unchanged in Q1 2026.
  • Lam Research made up 0.07% of Lyell Wealth Management's portfolio in Q1 2026, its #120 holding.
  • Lyell Wealth Management first reported a position in Lam Research in Q1 2021 and has held it in 20 quarters since.
  • 2,632 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Lyell Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.