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SMART Wealth’s Lam Research LRCX Stock Holding History

SMART Wealth’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 		$582K Buy
2,724
+348
+15% +$77.8K 0.17% 124
2025
Q4 		$407K Sell
2,376
-6,561
-73% -$1.02M 0.12% 124
2025
Q3 		$1.2M Buy
+8,937
New +$946K 0.45% 68

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

SMART Wealth's LRCX Position: Q1 2026 in Review

SMART Wealth increased its Lam Research (LRCX) stake by 15% in Q1 2026, buying an estimated $77.8K and bringing the position to 2,724 shares worth $582K. The position accounts for 0.17% of the portfolio, ranked #124.

SMART Wealth first reported a position in LRCX in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.2M in Q3 2025. 2,632 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • SMART Wealth held 2,724 shares of Lam Research worth $582K as of Q1 2026.
  • SMART Wealth bought 348 Lam Research shares in Q1 2026, an estimated $77.8K.
  • Lam Research made up 0.17% of SMART Wealth's portfolio in Q1 2026, its #124 holding.
  • SMART Wealth first reported a position in Lam Research in Q3 2025 and has held it in 3 quarters since.
  • SMART Wealth's Lam Research position peaked at $1.2M in Q3 2025.
  • 2,632 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on SMART Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.