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Triad Wealth Partners’s Lam Research LRCX Stock Holding History

Triad Wealth Partners’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 		$622K Buy
2,912
+700
+32% +$157K 0.05% 239
2025
Q4 		$379K Sell
2,212
-1,430
-39% -$222K 0.04% 331
2025
Q3 		$488K Buy
3,642
+604
+20% +$64K 0.06% 211
2025
Q2 		$296K Sell
3,038
-1,162
-28% -$92.2K 0.06% 219
2025
Q1 		$305K Buy
4,200
+616
+17% +$48.5K 0.09% 158
2024
Q4 		$259K Buy
+3,584
New +$272K 0.09% 155
2024
Q3 		– Sell
-3,200
Closed -$341K – 536
2024
Q2 		$341K Buy
+3,200
New +$307K 0.18% 57

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

Triad Wealth Partners's LRCX Position: Q1 2026 in Review

Triad Wealth Partners increased its Lam Research (LRCX) stake by 32% in Q1 2026, buying an estimated $157K and bringing the position to 2,912 shares worth $622K. The position accounts for 0.05% of the portfolio, ranked #239.

Triad Wealth Partners first reported a position in LRCX in Q2 2024 and has held it in 7 quarters since. 2,632 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • Triad Wealth Partners held 2,912 shares of Lam Research worth $622K as of Q1 2026.
  • Triad Wealth Partners bought 700 Lam Research shares in Q1 2026, an estimated $157K.
  • Lam Research made up 0.05% of Triad Wealth Partners's portfolio in Q1 2026, its #239 holding.
  • Triad Wealth Partners first reported a position in Lam Research in Q2 2024 and has held it in 7 quarters since.
  • 2,632 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.