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SHP Wealth Management’s Lam Research LRCX Stock Holding History

SHP 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 		$609K Buy
2,848
+596
+26% +$133K 0.05% 131
2025
Q4 		$385K Buy
+2,252
New +$350K 0.03% 173

Other funds holding LRCX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

SHP Wealth Management increased its Lam Research (LRCX) stake by 26% in Q1 2026, buying an estimated $133K and bringing the position to 2,848 shares worth $609K. The position accounts for 0.05% of the portfolio, ranked #131.

SHP Wealth Management first reported a position in LRCX in Q4 2025 and has held it in 2 quarters since. 2,636 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • SHP Wealth Management held 2,848 shares of Lam Research worth $609K as of Q1 2026.
  • SHP Wealth Management bought 596 Lam Research shares in Q1 2026, an estimated $133K.
  • Lam Research made up 0.05% of SHP Wealth Management's portfolio in Q1 2026, its #131 holding.
  • SHP Wealth Management first reported a position in Lam Research in Q4 2025 and has held it in 2 quarters since.
  • 2,636 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.