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Root Financial Partners’s Lam Research LRCX Stock Holding History

Root Financial 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 		$1.47M Sell
6,876
-861
-11% -$193K 0.07% 80
2025
Q4 		$1.32M Buy
7,737
+66
+0.9% +$10.3K 0.07% 77
2025
Q3 		$1.03M Sell
7,671
-165
-2% -$17.5K 0.06% 84
2025
Q2 		$763K Buy
7,836
+365
+5% +$28.9K 0.07% 88
2025
Q1 		$543K Sell
7,471
-3,837
-34% -$302K 0.06% 107
2024
Q4 		$817K Buy
+11,308
New +$858K 0.1% 77

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

Root Financial Partners's LRCX Position: Q1 2026 in Review

Root Financial Partners reduced its Lam Research (LRCX) stake by 11% in Q1 2026, selling an estimated $193K and leaving 6,876 shares worth $1.47M. The position accounts for 0.07% of the portfolio, ranked #80.

Root Financial Partners first reported a position in LRCX in Q4 2024 and has held it in 6 quarters since. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • Root Financial Partners held 6,876 shares of Lam Research worth $1.47M as of Q1 2026.
  • Root Financial Partners sold 861 Lam Research shares in Q1 2026, an estimated $193K.
  • Lam Research made up 0.07% of Root Financial Partners's portfolio in Q1 2026, its #80 holding.
  • Root Financial Partners first reported a position in Lam Research in Q4 2024 and has held it in 6 quarters since.
  • 2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.