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Maridea Wealth Management’s Lam Research LRCX Stock Holding History

Maridea 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 		$702K Sell
3,283
-976
-23% -$218K 0.1% 204
2025
Q4 		$729K Sell
4,259
-2,398
-36% -$373K 0.11% 187
2025
Q3 		$959K Sell
6,657
-23,737
-78% -$2.51M 0.15% 145
2025
Q2 		$2.96M Buy
30,394
+23,101
+317% +$1.83M 0.77% 29
2025
Q1 		$530K Buy
7,293
+1,780
+32% +$140K 0.17% 115
2024
Q4 		$398K Buy
+5,513
New +$418K 0.13% 145

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

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

Maridea Wealth Management reduced its Lam Research (LRCX) stake by 23% in Q1 2026, selling an estimated $218K and leaving 3,283 shares worth $702K. The position accounts for 0.1% of the portfolio, ranked #204.

Maridea Wealth Management first reported a position in LRCX in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.96M in Q2 2025. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • Maridea Wealth Management held 3,283 shares of Lam Research worth $702K as of Q1 2026.
  • Maridea Wealth Management sold 976 Lam Research shares in Q1 2026, an estimated $218K.
  • Lam Research made up 0.1% of Maridea Wealth Management's portfolio in Q1 2026, its #204 holding.
  • Maridea Wealth Management first reported a position in Lam Research in Q4 2024 and has held it in 6 quarters since.
  • Maridea Wealth Management's Lam Research position peaked at $2.96M in Q2 2025.
  • 2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Maridea Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.