Marcum Wealth’s Lam Research LRCX Stock Holding History

Marcum 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
2025 Q1	$271K	Buy	+3,721	New	+$293K	0.02%	305

Other funds holding LRCX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Marcum Wealth's LRCX Position: Q1 2025 in Review

Marcum Wealth opened a new position in Lam Research (LRCX) in Q1 2025: 3,721 shares worth $271K. The stake represents 0.02% of the portfolio and ranks #305 among its holdings.

1,797 funds tracked by Wall St. Rank hold LRCX as of Q1 2025.

Marcum Wealth held 3,721 shares of Lam Research worth $271K as of Q1 2025.
Lam Research was a new Marcum Wealth position in Q1 2025.
Lam Research made up 0.02% of Marcum Wealth's portfolio in Q1 2025, its #305 holding.
1,797 funds tracked by Wall St. Rank held Lam Research as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.