Ullmann Wealth Partners Group’s Lam Research LRCX Stock Holding History

Ullmann Wealth Partners Group’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	$289K	Buy	+1,351	New	+$302K	0.03%	133

Other funds holding LRCX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ullmann Wealth Partners Group's LRCX Position: Q1 2026 in Review

Ullmann Wealth Partners Group opened a new position in Lam Research (LRCX) in Q1 2026: 1,351 shares worth $289K. The stake represents 0.03% of the portfolio and ranks #133 among its holdings.

2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

Ullmann Wealth Partners Group held 1,351 shares of Lam Research worth $289K as of Q1 2026.
Lam Research was a new Ullmann Wealth Partners Group position in Q1 2026.
Lam Research made up 0.03% of Ullmann Wealth Partners Group's portfolio in Q1 2026, its #133 holding.
2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

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