One Wealth Advisors’s Lam Research LRCX Stock Holding History

One Wealth Advisors’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	$665K	Buy	3,114 +1,171	+60%	+$262K	0.08%	133
2025 Q4	$333K	Buy	+1,943	New	+$302K	0.04%	220
2024 Q4	–	Sell	-2,780	Closed	-$228K	–	273
2024 Q3	$228K	Hold	2,780	–	–	0.03%	237
2024 Q2	$225K	Buy	+2,780	New	+$267K	0.05%	207
2023 Q1	–	Sell	-460	Closed	-$19.3K	–	430
2022 Q4	$19.3K	Sell	460 -5,170	-92%	-$216K	﹤0.01%	535
2022 Q3	$206K	Buy	+5,630	New	+$251K	0.07%	167
2019 Q2	–	Sell	-4,790	Closed	-$86K	–	316
2019 Q1	$86K	Buy	+4,790	New	+$79.9K	0.07%	192
2018 Q4	–	Sell	-18,110	Closed	-$275K	–	313
2018 Q3	$275K	Sell	18,110 -2,500	-12%	-$42.7K	0.21%	96
2018 Q2	$356K	Sell	20,610 -540	-3%	-$10.4K	0.28%	62
2018 Q1	$430K	Buy	21,150 +90	+0.4%	+$1.78K	0.38%	32
2017 Q4	$388K	Buy	+21,060	New	+$414K	0.32%	45

Other funds holding LRCX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

One Wealth Advisors's LRCX Position: Q1 2026 in Review

One Wealth Advisors increased its Lam Research (LRCX) stake by 60% in Q1 2026, buying an estimated $262K and bringing the position to 3,114 shares worth $665K. The position accounts for 0.08% of the portfolio, ranked #133.

One Wealth Advisors first reported a position in LRCX in Q4 2017 and has held it in 11 quarters since. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

One Wealth Advisors held 3,114 shares of Lam Research worth $665K as of Q1 2026.
One Wealth Advisors bought 1,171 Lam Research shares in Q1 2026, an estimated $262K.
Lam Research made up 0.08% of One Wealth Advisors's portfolio in Q1 2026, its #133 holding.
One Wealth Advisors first reported a position in Lam Research in Q4 2017 and has held it in 11 quarters since.
2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on One Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.