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Pines Wealth Management’s Lam Research LRCX Stock Holding History

Pines 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 		$490K Sell
2,294
-576
-20% -$129K 0.16% 133
2025
Q4 		$491K Sell
2,870
-92
-3% -$14.3K 0.16% 136
2025
Q3 		$397K Sell
2,962
-268
-8% -$28.4K 0.13% 154
2025
Q2 		$319K Buy
+3,230
New +$256K 0.11% 172

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

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

Pines Wealth Management reduced its Lam Research (LRCX) stake by 20% in Q1 2026, selling an estimated $129K and leaving 2,294 shares worth $490K. The position accounts for 0.16% of the portfolio, ranked #133.

Pines Wealth Management first reported a position in LRCX in Q2 2025 and has held it in 4 quarters since. The position peaked at $491K in Q4 2025. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • Pines Wealth Management held 2,294 shares of Lam Research worth $490K as of Q1 2026.
  • Pines Wealth Management sold 576 Lam Research shares in Q1 2026, an estimated $129K.
  • Lam Research made up 0.16% of Pines Wealth Management's portfolio in Q1 2026, its #133 holding.
  • Pines Wealth Management first reported a position in Lam Research in Q2 2025 and has held it in 4 quarters since.
  • Pines Wealth Management's Lam Research position peaked at $491K in Q4 2025.
  • 2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Pines Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.