Personal CFO Solutions’s Lam Research LRCX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.54M Buy
7,213
+1,014
+16% +$227K 0.22% 74
2025
Q4
$1.06M Sell
6,199
-728
-11% -$113K 0.17% 115
2025
Q3
$927K Buy
6,927
+1,535
+28% +$163K 0.16% 123
2025
Q2
$525K Sell
5,392
-2,686
-33% -$213K 0.1% 210
2025
Q1
$587K Buy
8,078
+5
+0.1% +$394 0.12% 187
2024
Q4
$583K Buy
+8,073
New +$612K 0.11% 182
2024
Q3
Sell
-3,220
Closed -$343K 583
2024
Q2
$343K Sell
3,220
-990
-24% -$94.9K 0.05% 341
2024
Q1
$409K Sell
4,210
-4,400
-51% -$387K 0.06% 307
2023
Q4
$675K Buy
8,610
+870
+11% +$59.3K 0.12% 178
2023
Q3
$485K Buy
7,740
+440
+6% +$28.9K 0.1% 202
2023
Q2
$470K Sell
7,300
-1,680
-19% -$94.7K 0.1% 215
2023
Q1
$476K Sell
8,980
-2,740
-23% -$134K 0.1% 202
2022
Q4
$493K Buy
11,720
+3,060
+35% +$128K 0.1% 195
2022
Q3
$317K Buy
8,660
+300
+4% +$13.4K 0.08% 242
2022
Q2
$356K Buy
8,360
+1,980
+31% +$94.3K 0.08% 230
2022
Q1
$343K Buy
6,380
+80
+1% +$4.66K 0.07% 282
2021
Q4
$453K Buy
6,300
+600
+11% +$37.6K 0.08% 217
2021
Q3
$324K Buy
5,700
+1,260
+28% +$76.6K 0.07% 267
2021
Q2
$289K Buy
+4,440
New +$280K 0.06% 296
2019
Q4
Sell
-34,610
Closed -$806K 370
2019
Q3
$806K Buy
+34,610
New +$727K 0.32% 76

Other funds holding LRCX

Personal CFO Solutions's LRCX Position: Q1 2026 in Review

Personal CFO Solutions increased its Lam Research (LRCX) stake by 16% in Q1 2026, buying an estimated $227K and bringing the position to 7,213 shares worth $1.54M. The position accounts for 0.22% of the portfolio, ranked #74.

Personal CFO Solutions first reported a position in LRCX in Q3 2019 and has held it in 20 quarters since. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • Personal CFO Solutions held 7,213 shares of Lam Research worth $1.54M as of Q1 2026.
  • Personal CFO Solutions bought 1,014 Lam Research shares in Q1 2026, an estimated $227K.
  • Lam Research made up 0.22% of Personal CFO Solutions's portfolio in Q1 2026, its #74 holding.
  • Personal CFO Solutions first reported a position in Lam Research in Q3 2019 and has held it in 20 quarters since.
  • 2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.