MWM
LRCX icon

Moran Wealth Management’s Lam Research LRCX Stock Holding History

Moran 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 		$19M Sell
88,825
-2,294
-3% -$513K 0.58% 44
2025
Q4 		$15.6M Buy
91,119
+5,442
+6% +$846K 0.48% 62
2025
Q3 		$11.5M Buy
85,677
+79,600
+1,310% +$8.43M 0.35% 91
2025
Q2 		$592K Sell
6,077
-669
-10% -$53.1K 0.02% 384
2025
Q1 		$490K Buy
+6,746
New +$531K 0.02% 385
2024
Q4 		– Sell
-43,250
Closed -$3.53M – 441
2024
Q3 		$3.53M Sell
43,250
-88,910
-67% -$7.73M 0.11% 211
2024
Q2 		$14.1M Buy
132,160
+127,530
+2,754% +$12.2M 0.46% 74
2024
Q1 		$450K Buy
4,630
+1,490
+47% +$131K 0.01% 331
2023
Q4 		$246K Buy
+3,140
New +$214K 0.01% 376

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

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

Moran Wealth Management reduced its Lam Research (LRCX) stake by 2.5% in Q1 2026, selling an estimated $513K and leaving 88,825 shares worth $19M. The position accounts for 0.58% of the portfolio, ranked #44.

Moran Wealth Management first reported a position in LRCX in Q4 2023 and has held it in 9 quarters since. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • Moran Wealth Management held 88,825 shares of Lam Research worth $19M as of Q1 2026.
  • Moran Wealth Management sold 2,294 Lam Research shares in Q1 2026, an estimated $513K.
  • Lam Research made up 0.58% of Moran Wealth Management's portfolio in Q1 2026, its #44 holding.
  • Moran Wealth Management first reported a position in Lam Research in Q4 2023 and has held it in 9 quarters since.
  • 2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Moran Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.