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Naviter Wealth’s Lam Research LRCX Stock Holding History

Naviter Wealth’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 		$1.94M Buy
9,073
+929
+11% +$208K 0.24% 98
2025
Q4 		$1.4M Sell
8,144
-92
-1% -$14.3K 0.18% 134
2025
Q3 		$1.1M Buy
8,236
+46
+0.6% +$4.87K 0.13% 162
2025
Q2 		$799K Sell
8,190
-10
-0.1% -$793 0.1% 173
2025
Q1 		$597K Buy
8,200
+102
+1% +$8.03K 0.07% 196
2024
Q4 		$587K Buy
+8,098
New +$614K 0.07% 197

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

Naviter Wealth's LRCX Position: Q1 2026 in Review

Naviter Wealth increased its Lam Research (LRCX) stake by 11% in Q1 2026, buying an estimated $208K and bringing the position to 9,073 shares worth $1.94M. The position accounts for 0.24% of the portfolio, ranked #98.

Naviter Wealth first reported a position in LRCX in Q4 2024 and has held it in 6 quarters since. 2,632 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • Naviter Wealth held 9,073 shares of Lam Research worth $1.94M as of Q1 2026.
  • Naviter Wealth bought 929 Lam Research shares in Q1 2026, an estimated $208K.
  • Lam Research made up 0.24% of Naviter Wealth's portfolio in Q1 2026, its #98 holding.
  • Naviter Wealth first reported a position in Lam Research in Q4 2024 and has held it in 6 quarters since.
  • 2,632 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Naviter Wealth's 13F filing for Q1 2026, filed 10 Apr 2026.