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Shepherd Financial Partners’s Lam Research LRCX Stock Holding History

Shepherd 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 		$854K Sell
3,996
-70
-2% -$15.7K 0.08% 125
2025
Q4 		$696K Sell
4,066
-2,023
-33% -$315K 0.06% 139
2025
Q3 		$815K Sell
6,089
-36
-0.6% -$3.81K 0.08% 121
2025
Q2 		$596K Buy
6,125
+53
+0.9% +$4.2K 0.06% 138
2025
Q1 		$441K Buy
6,072
+266
+5% +$20.9K 0.05% 163
2024
Q4 		$419K Buy
5,806
+66
+1% +$5.01K 0.05% 154
2024
Q3 		$469K Buy
5,740
+260
+5% +$22.6K 0.06% 151
2024
Q2 		$583K Buy
5,480
+70
+1% +$6.71K 0.08% 137
2024
Q1 		$527K Buy
5,410
+190
+4% +$16.7K 0.07% 145
2023
Q4 		$409K Buy
5,220
+110
+2% +$7.5K 0.06% 156
2023
Q3 		$320K Sell
5,110
-60
-1% -$3.94K 0.05% 159
2023
Q2 		$332K Buy
+5,170
New +$291K 0.05% 154

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

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

Shepherd Financial Partners reduced its Lam Research (LRCX) stake by 1.7% in Q1 2026, selling an estimated $15.7K and leaving 3,996 shares worth $854K. The position accounts for 0.08% of the portfolio, ranked #125.

Shepherd Financial Partners first reported a position in LRCX in Q2 2023 and has held it in 12 quarters since. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • Shepherd Financial Partners held 3,996 shares of Lam Research worth $854K as of Q1 2026.
  • Shepherd Financial Partners sold 70 Lam Research shares in Q1 2026, an estimated $15.7K.
  • Lam Research made up 0.08% of Shepherd Financial Partners's portfolio in Q1 2026, its #125 holding.
  • Shepherd Financial Partners first reported a position in Lam Research in Q2 2023 and has held it in 12 quarters since.
  • 2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Shepherd Financial Partners's 13F filing for Q1 2026, filed 11 May 2026.