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Prosperity Financial Group’s Lam Research LRCX Stock Holding History

Prosperity Financial Group’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 		$1.29M Buy
6,060
+266
+5% +$59.5K 0.48% 60
2025
Q4 		$992K Buy
5,794
+827
+17% +$129K 0.36% 72
2025
Q3 		$665K Buy
4,967
+243
+5% +$25.7K 0.24% 99
2025
Q2 		$460K Buy
4,724
+36
+0.8% +$2.85K 0.2% 105
2025
Q1 		$341K Buy
4,688
+79
+2% +$6.22K 0.17% 115
2024
Q4 		$333K Buy
+4,609
New +$350K 0.17% 114
2024
Q3 		– Sell
-3,610
Closed -$384K – 161
2024
Q2 		$384K Buy
3,610
+400
+12% +$38.4K 0.24% 91
2024
Q1 		$312K Buy
3,210
+140
+5% +$12.3K 0.19% 102
2023
Q4 		$240K Buy
+3,070
New +$209K 0.17% 108

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

Prosperity Financial Group's LRCX Position: Q1 2026 in Review

Prosperity Financial Group increased its Lam Research (LRCX) stake by 4.6% in Q1 2026, buying an estimated $59.5K and bringing the position to 6,060 shares worth $1.29M. The position accounts for 0.48% of the portfolio, ranked #60.

Prosperity Financial Group first reported a position in LRCX in Q4 2023 and has held it in 9 quarters since. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • Prosperity Financial Group held 6,060 shares of Lam Research worth $1.29M as of Q1 2026.
  • Prosperity Financial Group bought 266 Lam Research shares in Q1 2026, an estimated $59.5K.
  • Lam Research made up 0.48% of Prosperity Financial Group's portfolio in Q1 2026, its #60 holding.
  • Prosperity Financial Group first reported a position in Lam Research in Q4 2023 and has held it in 9 quarters since.
  • 2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Prosperity Financial Group's 13F filing for Q1 2026, filed 13 May 2026.