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Mowery & Schoenfeld Wealth Management’s Lam Research LRCX Stock Holding History

Mowery & Schoenfeld 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 		$41.2K Sell
193
-93
-33% -$20.8K 0.06% 139
2025
Q4 		$49K Buy
286
+93
+48% +$14.5K 0.07% 141
2025
Q3 		$25.8K Sell
193
-27
-12% -$2.86K 0.04% 159
2025
Q2 		$21.4K Sell
220
-70
-24% -$5.55K 0.03% 168
2025
Q1 		$21.1K Buy
290
+70
+32% +$5.51K 0.04% 203
2024
Q4 		$15.9K Buy
+220
New +$16.7K 0.03% 186

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

Mowery & Schoenfeld Wealth Management's LRCX Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management reduced its Lam Research (LRCX) stake by 33% in Q1 2026, selling an estimated $20.8K and leaving 193 shares worth $41.2K. The position accounts for 0.06% of the portfolio, ranked #139.

Mowery & Schoenfeld Wealth Management first reported a position in LRCX in Q4 2024 and has held it in 6 quarters since. The position peaked at $49K in Q4 2025. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • Mowery & Schoenfeld Wealth Management held 193 shares of Lam Research worth $41.2K as of Q1 2026.
  • Mowery & Schoenfeld Wealth Management sold 93 Lam Research shares in Q1 2026, an estimated $20.8K.
  • Lam Research made up 0.06% of Mowery & Schoenfeld Wealth Management's portfolio in Q1 2026, its #139 holding.
  • Mowery & Schoenfeld Wealth Management first reported a position in Lam Research in Q4 2024 and has held it in 6 quarters since.
  • Mowery & Schoenfeld Wealth Management's Lam Research position peaked at $49K in Q4 2025.
  • 2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.