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Rench Wealth Management’s Lam Research LRCX Stock Holding History

Rench 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 		$15.3M Sell
71,546
-4,736
-6% -$1.06M 4.6% 5
2025
Q4 		$13.1M Sell
76,282
-6,247
-8% -$972K 3.74% 7
2025
Q3 		$11.1M Sell
82,529
-486
-0.6% -$51.5K 3.24% 8
2025
Q2 		$8.08M Buy
83,015
+361
+0.4% +$28.6K 2.56% 12
2025
Q1 		$6.01M Buy
82,654
+1,084
+1% +$85.4K 2.07% 19
2024
Q4 		$5.89M Buy
81,570
+2,350
+3% +$178K 2.01% 17
2024
Q3 		$6.46M Buy
79,220
+2,370
+3% +$206K 2.22% 16
2024
Q2 		$8.18M Sell
76,850
-140
-0.2% -$13.4K 2.94% 10
2024
Q1 		$7.48M Sell
76,990
-430
-0.6% -$37.8K 2.87% 11
2023
Q4 		$6.06M Sell
77,420
-1,120
-1% -$76.3K 2.55% 15
2023
Q3 		$4.92M Buy
78,540
+360
+0.5% +$23.7K 2.26% 19
2023
Q2 		$5.03M Buy
78,180
+1,490
+2% +$84K 2.2% 20
2023
Q1 		$4.07M Buy
76,690
+3,920
+5% +$192K 1.95% 25
2022
Q4 		$3.06M Sell
72,770
-590
-0.8% -$24.7K 1.56% 30
2022
Q3 		$2.69M Buy
73,360
+1,490
+2% +$66.3K 1.51% 32
2022
Q2 		$3.06M Buy
71,870
+7,510
+12% +$358K 1.57% 31
2022
Q1 		$3.46M Buy
64,360
+39,690
+161% +$2.31M 1.57% 28
2021
Q4 		$1.77M Buy
24,670
+610
+3% +$38.2K 0.8% 31
2021
Q3 		$1.37M Buy
24,060
+1,710
+8% +$104K 0.68% 31
2021
Q2 		$1.45M Buy
22,350
+2,060
+10% +$130K 0.73% 31
2021
Q1 		$1.21M Buy
20,290
+1,180
+6% +$64.3K 0.63% 31
2020
Q4 		$903K Buy
19,110
+3,940
+26% +$166K 0.51% 31
2020
Q3 		$503K Buy
15,170
+3,380
+29% +$116K 0.32% 32
2020
Q2 		$381K Buy
11,790
+2,620
+29% +$71.4K 0.26% 33
2020
Q1 		$220K Sell
9,170
-1,990
-18% -$57.3K 0.17% 34
2019
Q4 		$326K Buy
11,160
+50
+0.5% +$1.33K 0.19% 40
2019
Q3 		$257K Sell
11,110
-1,810
-14% -$38K 0.17% 41
2019
Q2 		$243K Buy
12,920
+70
+0.5% +$1.33K 0.16% 50
2019
Q1 		$230K Buy
+12,850
New +$214K 0.15% 51

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

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

Rench Wealth Management reduced its Lam Research (LRCX) stake by 6.2% in Q1 2026, selling an estimated $1.06M and leaving 71,546 shares worth $15.3M. The position accounts for 4.6% of the portfolio, ranked #5.

Rench Wealth Management first reported a position in LRCX in Q1 2019 and has held it in 29 quarters since. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • Rench Wealth Management held 71,546 shares of Lam Research worth $15.3M as of Q1 2026.
  • Rench Wealth Management sold 4,736 Lam Research shares in Q1 2026, an estimated $1.06M.
  • Lam Research made up 4.6% of Rench Wealth Management's portfolio in Q1 2026, its #5 holding.
  • Rench Wealth Management first reported a position in Lam Research in Q1 2019 and has held it in 29 quarters since.
  • 2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Rench Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.