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Tradition Wealth Management’s Lam Research LRCX Stock Holding History

Tradition 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 		$3.42M Sell
15,998
-902
-5% -$202K 0.24% 88
2025
Q4 		$2.89M Sell
16,900
-382
-2% -$59.4K 0.21% 101
2025
Q3 		$2.31M Sell
17,282
-469
-3% -$49.7K 0.17% 118
2025
Q2 		$1.73M Sell
17,751
-144
-0.8% -$11.4K 0.14% 138
2025
Q1 		$1.3M Buy
17,895
+211
+1% +$16.6K 0.11% 150
2024
Q4 		$1.28M Sell
17,684
-1,796
-9% -$136K 0.11% 147
2024
Q3 		$1.59M Buy
19,480
+10
+0.1% +$869 0.14% 127
2024
Q2 		$2.07M Sell
19,470
-130
-0.7% -$12.5K 0.2% 96
2024
Q1 		$1.9M Sell
19,600
-500
-2% -$44K 0.19% 103
2023
Q4 		$1.57M Buy
20,100
+140
+0.7% +$9.54K 0.16% 108
2023
Q3 		$1.25M Buy
19,960
+80
+0.4% +$5.26K 0.15% 111
2023
Q2 		$1.28M Buy
19,880
+1,280
+7% +$72.1K 0.15% 109
2023
Q1 		$986K Buy
18,600
+18,420
+10,233% +$904K 0.12% 113
2022
Q4 		$8K Buy
180
+40
+29% +$1.67K ﹤0.01% 949
2022
Q3 		$5K Buy
+140
New +$6.23K ﹤0.01% 1072
2022
Q2 		– Sell
-50
Closed -$3K – 1120
2022
Q1 		$3K Hold
50
– – ﹤0.01% 1113
2021
Q4 		$4K Hold
50
– – ﹤0.01% 1091
2021
Q3 		$3K Hold
50
– – ﹤0.01% 1127
2021
Q2 		$3K Buy
+50
New +$3.16K ﹤0.01% 1139

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

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

Tradition Wealth Management reduced its Lam Research (LRCX) stake by 5.3% in Q1 2026, selling an estimated $202K and leaving 15,998 shares worth $3.42M. The position accounts for 0.24% of the portfolio, ranked #88.

Tradition Wealth Management first reported a position in LRCX in Q2 2021 and has held it in 19 quarters since. 2,632 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • Tradition Wealth Management held 15,998 shares of Lam Research worth $3.42M as of Q1 2026.
  • Tradition Wealth Management sold 902 Lam Research shares in Q1 2026, an estimated $202K.
  • Lam Research made up 0.24% of Tradition Wealth Management's portfolio in Q1 2026, its #88 holding.
  • Tradition Wealth Management first reported a position in Lam Research in Q2 2021 and has held it in 19 quarters since.
  • 2,632 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Tradition Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.