PTM Wealth Management’s Lam Research LRCX Stock Holding History

PTM 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	$441K	Hold	2,000	–	–	0.23%	32
2025 Q4	$390K	Hold	2,000	–	–	0.22%	36
2025 Q3	$298K	Buy	+2,000	New	+$212K	0.18%	41

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

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

PTM Wealth Management held its Lam Research (LRCX) position steady in Q1 2026 at 2,000 shares worth $441K. The position accounts for 0.23% of the portfolio, ranked #32.

PTM Wealth Management first reported a position in LRCX in Q3 2025 and has held it in 3 quarters since. 2,632 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

PTM Wealth Management held 2,000 shares of Lam Research worth $441K as of Q1 2026.
PTM Wealth Management left its Lam Research share count unchanged in Q1 2026.
Lam Research made up 0.23% of PTM Wealth Management's portfolio in Q1 2026, its #32 holding.
PTM Wealth Management first reported a position in Lam Research in Q3 2025 and has held it in 3 quarters since.
2,632 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on PTM Wealth Management's 13F filing for Q1 2026, filed 9 Apr 2026.