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Pinnacle Wealth Planning Services’s Lam Research LRCX Stock Holding History

Pinnacle Wealth Planning Services’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 		$1.07M Buy
5,004
+926
+23% +$207K 0.11% 105
2025
Q4 		$698K Buy
+4,078
New +$634K 0.07% 151
2025
Q1 		– Sell
-3,701
Closed -$267K – 420
2024
Q4 		$267K Sell
3,701
-3,489
-49% -$265K 0.04% 282
2024
Q3 		$587K Buy
7,190
+20
+0.3% +$1.74K 0.08% 163
2024
Q2 		$763K Sell
7,170
-20
-0.3% -$1.92K 0.11% 118
2024
Q1 		$699K Sell
7,190
-2,550
-26% -$224K 0.1% 132
2023
Q4 		$763K Sell
9,740
-20
-0.2% -$1.36K 0.12% 117
2023
Q3 		$612K Sell
9,760
-20
-0.2% -$1.31K 0.1% 131
2023
Q2 		$629K Sell
9,780
-360
-4% -$20.3K 0.1% 134
2023
Q1 		$538K Sell
10,140
-90
-0.9% -$4.42K 0.09% 162
2022
Q4 		$430K Buy
10,230
+2,320
+29% +$97K 0.08% 192
2022
Q3 		$289K Sell
7,910
-3,710
-32% -$165K 0.05% 247
2022
Q2 		$495K Buy
11,620
+3,870
+50% +$184K 0.09% 156
2022
Q1 		$417K Buy
7,750
+2,010
+35% +$117K 0.08% 197
2021
Q4 		$413K Buy
5,740
+100
+2% +$6.27K 0.08% 200
2021
Q3 		$321K Buy
5,640
+40
+0.7% +$2.43K 0.07% 229
2021
Q2 		$364K Buy
5,600
+30
+0.5% +$1.89K 0.08% 198
2021
Q1 		$332K Buy
5,570
+1,430
+35% +$77.9K 0.09% 205
2020
Q4 		$196K Buy
+4,140
New +$174K 0.05% 286

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

Pinnacle Wealth Planning Services's LRCX Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Lam Research (LRCX) stake by 23% in Q1 2026, buying an estimated $207K and bringing the position to 5,004 shares worth $1.07M. The position accounts for 0.11% of the portfolio, ranked #105.

Pinnacle Wealth Planning Services first reported a position in LRCX in Q4 2020 and has held it in 19 quarters since. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • Pinnacle Wealth Planning Services held 5,004 shares of Lam Research worth $1.07M as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 926 Lam Research shares in Q1 2026, an estimated $207K.
  • Lam Research made up 0.11% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #105 holding.
  • Pinnacle Wealth Planning Services first reported a position in Lam Research in Q4 2020 and has held it in 19 quarters since.
  • 2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.