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Perigon Wealth Management’s Lam Research LRCX Stock Holding History

Perigon 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 		$9.16M Sell
42,887
-1,479
-3% -$331K 0.17% 128
2025
Q4 		$7.59M Sell
44,366
-655
-1% -$102K 0.14% 141
2025
Q3 		$6.03M Buy
45,021
+2,432
+6% +$258K 0.12% 167
2025
Q2 		$4.15M Buy
42,589
+723
+2% +$57.3K 0.1% 209
2025
Q1 		$3.04M Buy
41,866
+1,055
+3% +$83.1K 0.08% 247
2024
Q4 		$3.23M Buy
40,811
+1,841
+5% +$140K 0.08% 231
2024
Q3 		$3.18M Sell
38,970
-3,570
-8% -$310K 0.08% 219
2024
Q2 		$4.53M Buy
42,540
+640
+2% +$61.4K 0.13% 148
2024
Q1 		$4.07M Sell
41,900
-8,190
-16% -$720K 0.12% 162
2023
Q4 		$3.92M Buy
50,090
+930
+2% +$63.4K 0.13% 154
2023
Q3 		$3.08M Sell
49,160
-160
-0.3% -$10.5K 0.12% 158
2023
Q2 		$3.17M Buy
49,320
+6,770
+16% +$382K 0.12% 158
2023
Q1 		$2.26M Sell
42,550
-240
-0.6% -$11.8K 0.13% 168
2022
Q4 		$1.8M Buy
42,790
+14,440
+51% +$604K 0.11% 187
2022
Q3 		$1.04M Sell
28,350
-22,680
-44% -$1.01M 0.09% 200
2022
Q2 		$2.17M Buy
51,030
+5,490
+12% +$261K 0.18% 117
2022
Q1 		$2.45M Buy
45,540
+13,980
+44% +$814K 0.17% 118
2021
Q4 		$2.27M Buy
31,560
+4,750
+18% +$298K 0.16% 118
2021
Q3 		$1.53M Sell
26,810
-1,770
-6% -$108K 0.13% 145
2021
Q2 		$1.86M Buy
28,580
+6,080
+27% +$384K 0.17% 119
2021
Q1 		$1.34M Buy
22,500
+5,820
+35% +$317K 0.14% 144
2020
Q4 		$788K Buy
16,680
+2,570
+18% +$108K 0.09% 178
2020
Q3 		$468K Buy
14,110
+830
+6% +$28.6K 0.07% 236
2020
Q2 		$430K Buy
+13,280
New +$362K 0.07% 210

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

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

Perigon Wealth Management reduced its Lam Research (LRCX) stake by 3.3% in Q1 2026, selling an estimated $331K and leaving 42,887 shares worth $9.16M. The position accounts for 0.17% of the portfolio, ranked #128.

Perigon Wealth Management first reported a position in LRCX in Q2 2020 and has held it in 24 quarters since. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • Perigon Wealth Management held 42,887 shares of Lam Research worth $9.16M as of Q1 2026.
  • Perigon Wealth Management sold 1,479 Lam Research shares in Q1 2026, an estimated $331K.
  • Lam Research made up 0.17% of Perigon Wealth Management's portfolio in Q1 2026, its #128 holding.
  • Perigon Wealth Management first reported a position in Lam Research in Q2 2020 and has held it in 24 quarters since.
  • 2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

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