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Stonehaven Wealth & Tax Solutions’s Lam Research LRCX Stock Holding History

Stonehaven Wealth & Tax Solutions’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 		$614K Sell
2,876
-272
-9% -$60.8K 0.54% 35
2025
Q4 		$539K Buy
3,148
+704
+29% +$109K 0.48% 36
2025
Q3 		$327K Sell
2,444
-188
-7% -$19.9K 0.3% 52
2025
Q2 		$256K Sell
2,632
-338
-11% -$26.8K 0.25% 61
2025
Q1 		$216K Sell
2,970
-1,370
-32% -$108K 0.23% 61
2024
Q4 		$313K Buy
+4,340
New +$329K 0.34% 66

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

Stonehaven Wealth & Tax Solutions's LRCX Position: Q1 2026 in Review

Stonehaven Wealth & Tax Solutions reduced its Lam Research (LRCX) stake by 8.6% in Q1 2026, selling an estimated $60.8K and leaving 2,876 shares worth $614K. The position accounts for 0.54% of the portfolio, ranked #35.

Stonehaven Wealth & Tax Solutions 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.

  • Stonehaven Wealth & Tax Solutions held 2,876 shares of Lam Research worth $614K as of Q1 2026.
  • Stonehaven Wealth & Tax Solutions sold 272 Lam Research shares in Q1 2026, an estimated $60.8K.
  • Lam Research made up 0.54% of Stonehaven Wealth & Tax Solutions's portfolio in Q1 2026, its #35 holding.
  • Stonehaven Wealth & Tax Solutions 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 Stonehaven Wealth & Tax Solutions's 13F filing for Q1 2026, filed 15 May 2026.