Primoris Wealth Advisors’s Lam Research LRCX Stock Holding History

Primoris Wealth Advisors’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	$7.07M	Hold	33,072	–	–	4.95%	3
2025 Q4	$5.66M	Hold	33,072	–	–	3.39%	5
2025 Q3	$4.43M	Sell	33,072 -2,250	-6%	-$238K	2.82%	10
2025 Q2	$3.44M	Hold	35,322	–	–	2.35%	14
2025 Q1	$2.57M	Buy	35,322 +50	+0.1%	+$3.94K	1.99%	17
2024 Q4	$2.55M	Buy	35,272 +2	+0%	+$152	1.94%	16
2024 Q3	$2.88M	Sell	35,270 -100	-0.3%	-$8.69K	2.09%	15
2024 Q2	$3.77M	Hold	35,370	–	–	3.01%	10
2024 Q1	$3.44M	Hold	35,370	–	–	2.75%	10
2023 Q4	$2.77M	Hold	35,370	–	–	2.61%	11
2023 Q3	$2.22M	Hold	35,370	–	–	2.68%	11
2023 Q2	$2.27M	Hold	35,370	–	–	2.49%	15
2023 Q1	$1.88M	Sell	35,370 -7,810	-18%	-$383K	2.31%	17
2022 Q4	$1.81M	Sell	43,180 -5,040	-10%	-$211K	2.8%	11
2022 Q3	$1.74M	Sell	48,220 -8,440	-15%	-$376K	3.11%	8
2022 Q2	$2.41M	Buy	56,660 +240	+0.4%	+$11.4K	3.47%	10
2022 Q1	$3.03M	Sell	56,420 -350	-0.6%	-$20.4K	2.83%	12
2021 Q4	$4.08M	Buy	+56,770	New	+$3.56M	3.29%	8

Other funds holding LRCX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Primoris Wealth Advisors's LRCX Position: Q1 2026 in Review

Primoris Wealth Advisors held its Lam Research (LRCX) position steady in Q1 2026 at 33,072 shares worth $7.07M. The position accounts for 4.95% of the portfolio, ranked #3.

Primoris Wealth Advisors first reported a position in LRCX in Q4 2021 and has held it in 18 quarters since. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

Primoris Wealth Advisors held 33,072 shares of Lam Research worth $7.07M as of Q1 2026.
Primoris Wealth Advisors left its Lam Research share count unchanged in Q1 2026.
Lam Research made up 4.95% of Primoris Wealth Advisors's portfolio in Q1 2026, its #3 holding.
Primoris Wealth Advisors first reported a position in Lam Research in Q4 2021 and has held it in 18 quarters since.
2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Primoris Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.