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Omnitrust Wealth Management’s Lam Research LRCX Stock Holding History

Omnitrust 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 		$204K Sell
955
-489
-34% -$109K 0.26% 63
2025
Q4 		$247K Buy
+1,444
New +$225K 0.31% 52
2025
Q2 		$357K Buy
+824
New +$65.4K 0.42% 37

Other funds holding LRCX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Omnitrust Wealth Management reduced its Lam Research (LRCX) stake by 34% in Q1 2026, selling an estimated $109K and leaving 955 shares worth $204K. The position accounts for 0.26% of the portfolio, ranked #63.

Omnitrust Wealth Management first reported a position in LRCX in Q2 2025 and has held it in 3 quarters since. The position peaked at $357K in Q2 2025. 2,643 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • Omnitrust Wealth Management held 955 shares of Lam Research worth $204K as of Q1 2026.
  • Omnitrust Wealth Management sold 489 Lam Research shares in Q1 2026, an estimated $109K.
  • Lam Research made up 0.26% of Omnitrust Wealth Management's portfolio in Q1 2026, its #63 holding.
  • Omnitrust Wealth Management first reported a position in Lam Research in Q2 2025 and has held it in 3 quarters since.
  • Omnitrust Wealth Management's Lam Research position peaked at $357K in Q2 2025.
  • 2,643 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Omnitrust Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.