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Medallion Wealth Advisors’s Lam Research LRCX Stock Holding History

Medallion Wealth Advisors’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 		$511K Sell
2,391
-11
-0.5% -$2.46K 0.17% 126
2025
Q4 		$411K Buy
2,402
+2,250
+1,480% +$350K 0.14% 148
2025
Q3 		$20.4K Sell
152
-13
-8% -$1.38K 0.01% 633
2025
Q2 		$16K Buy
165
+35
+27% +$2.78K 0.01% 662
2025
Q1 		$9.47K Hold
130
– – ﹤0.01% 692
2024
Q4 		$9.39K Buy
+130
New +$9.86K ﹤0.01% 674

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

Medallion Wealth Advisors's LRCX Position: Q1 2026 in Review

Medallion Wealth Advisors reduced its Lam Research (LRCX) stake by 0.46% in Q1 2026, selling an estimated $2.46K and leaving 2,391 shares worth $511K. The position accounts for 0.17% of the portfolio, ranked #126.

Medallion Wealth Advisors first reported a position in LRCX in Q4 2024 and has held it in 6 quarters since. 2,631 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • Medallion Wealth Advisors held 2,391 shares of Lam Research worth $511K as of Q1 2026.
  • Medallion Wealth Advisors sold 11 Lam Research shares in Q1 2026, an estimated $2.46K.
  • Lam Research made up 0.17% of Medallion Wealth Advisors's portfolio in Q1 2026, its #126 holding.
  • Medallion Wealth Advisors first reported a position in Lam Research in Q4 2024 and has held it in 6 quarters since.
  • 2,631 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.