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Optimize Financial’s Lam Research LRCX Stock Holding History

Optimize Financial’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 		$3M Buy
+14,058
New +$3.14M 1.48% 9

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

Optimize Financial's LRCX Position: Q1 2026 in Review

Optimize Financial opened a new position in Lam Research (LRCX) in Q1 2026: 14,058 shares worth $3M. The stake represents 1.48% of the portfolio and ranks #9 among its holdings.

2,644 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • Optimize Financial held 14,058 shares of Lam Research worth $3M as of Q1 2026.
  • Lam Research was a new Optimize Financial position in Q1 2026.
  • Lam Research made up 1.48% of Optimize Financial's portfolio in Q1 2026, its #9 holding.
  • 2,644 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.