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Sendero Wealth Management’s Lam Research LRCX Stock Holding History

Sendero 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 		$815K Sell
3,815
-259
-6% -$57.9K 0.09% 124
2025
Q4 		$697K Sell
4,074
-1,790
-31% -$278K 0.08% 134
2025
Q3 		$785K Buy
5,864
+1,529
+35% +$162K 0.09% 117
2025
Q2 		$422K Buy
4,335
+543
+14% +$43.1K 0.05% 158
2025
Q1 		$276K Buy
3,792
+971
+34% +$76.5K 0.04% 161
2024
Q4 		$204K Buy
+2,821
New +$214K 0.03% 158
2024
Q3 		– Sell
-1,980
Closed -$211K – 161
2024
Q2 		$211K Buy
+1,980
New +$190K 0.04% 152

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

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

Sendero Wealth Management reduced its Lam Research (LRCX) stake by 6.4% in Q1 2026, selling an estimated $57.9K and leaving 3,815 shares worth $815K. The position accounts for 0.09% of the portfolio, ranked #124.

Sendero Wealth Management first reported a position in LRCX in Q2 2024 and has held it in 7 quarters since. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • Sendero Wealth Management held 3,815 shares of Lam Research worth $815K as of Q1 2026.
  • Sendero Wealth Management sold 259 Lam Research shares in Q1 2026, an estimated $57.9K.
  • Lam Research made up 0.09% of Sendero Wealth Management's portfolio in Q1 2026, its #124 holding.
  • Sendero Wealth Management first reported a position in Lam Research in Q2 2024 and has held it in 7 quarters since.
  • 2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Sendero Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.