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Strategic Family Wealth Counselors’s Lam Research LRCX Stock Holding History

Strategic Family Wealth Counselors’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 		– Sell
-3,853
Closed -$857K – 197
2025
Q4 		$857K Buy
+3,853
New +$599K 0.19% 86

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

Strategic Family Wealth Counselors's LRCX Position: Q1 2026 in Review

Strategic Family Wealth Counselors sold out of Lam Research (LRCX) in Q1 2026, closing a stake of 3,853 shares — an estimated $857K sold.

Strategic Family Wealth Counselors first reported a position in LRCX in Q4 2025 and held it in 1 quarter. The position peaked at $857K in Q4 2025. 2,632 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • Strategic Family Wealth Counselors reported no remaining Lam Research position as of Q1 2026 after selling out during the quarter.
  • Strategic Family Wealth Counselors sold 3,853 Lam Research shares in Q1 2026, an estimated $857K.
  • Strategic Family Wealth Counselors first reported a position in Lam Research in Q4 2025 and held it in 1 quarter.
  • Strategic Family Wealth Counselors's Lam Research position peaked at $857K in Q4 2025.
  • 2,632 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Strategic Family Wealth Counselors's 13F filing for Q1 2026, filed 11 May 2026.