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Private Wealth Partners’s Lam Research LRCX Stock Holding History

Private Wealth Partners’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 		$707K Buy
3,310
+1,490
+82% +$333K 0.05% 116
2025
Q4 		$312K Buy
1,820
+130
+8% +$20.2K 0.02% 140
2025
Q3 		$226K Sell
1,690
-7,015
-81% -$743K 0.02% 159
2025
Q2 		$847K Buy
+8,705
New +$690K 0.07% 102

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

Private Wealth Partners's LRCX Position: Q1 2026 in Review

Private Wealth Partners increased its Lam Research (LRCX) stake by 82% in Q1 2026, buying an estimated $333K and bringing the position to 3,310 shares worth $707K. The position accounts for 0.05% of the portfolio, ranked #116.

Private Wealth Partners first reported a position in LRCX in Q2 2025 and has held it in 4 quarters since. The position peaked at $847K in Q2 2025. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • Private Wealth Partners held 3,310 shares of Lam Research worth $707K as of Q1 2026.
  • Private Wealth Partners bought 1,490 Lam Research shares in Q1 2026, an estimated $333K.
  • Lam Research made up 0.05% of Private Wealth Partners's portfolio in Q1 2026, its #116 holding.
  • Private Wealth Partners first reported a position in Lam Research in Q2 2025 and has held it in 4 quarters since.
  • Private Wealth Partners's Lam Research position peaked at $847K in Q2 2025.
  • 2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Private Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.