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Modern Wealth Management’s Lam Research LRCX Stock Holding History

Modern 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 		$1.11M Buy
5,016
+734
+17% +$164K 0.02% 399
2025
Q4 		$733K Buy
4,282
+79
+2% +$12.3K 0.01% 465
2025
Q3 		$563K Buy
4,203
+312
+8% +$33K 0.01% 484
2025
Q2 		$379K Buy
+3,891
New +$309K 0.01% 548

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

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

Modern Wealth Management increased its Lam Research (LRCX) stake by 17% in Q1 2026, buying an estimated $164K and bringing the position to 5,016 shares worth $1.11M. The position accounts for 0.02% of the portfolio, ranked #399.

Modern Wealth Management first reported a position in LRCX in Q2 2025 and has held it in 4 quarters since. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • Modern Wealth Management held 5,016 shares of Lam Research worth $1.11M as of Q1 2026.
  • Modern Wealth Management bought 734 Lam Research shares in Q1 2026, an estimated $164K.
  • Lam Research made up 0.02% of Modern Wealth Management's portfolio in Q1 2026, its #399 holding.
  • Modern Wealth Management first reported a position in Lam Research in Q2 2025 and has held it in 4 quarters since.
  • 2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.