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Wallace Hart’s Lam Research LRCX Stock Holding History

Wallace Hart’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 		$344K Sell
1,611
-4,747
-75% -$1.06M 0.47% 21
2025
Q4 		$1.09M Sell
6,358
-2,313
-27% -$360K 0.8% 16
2025
Q3 		$1.16M Buy
+8,671
New +$918K 0.85% 20
2024
Q2 		– Sell
-2,110
Closed -$205K – 33
2024
Q1 		$205K Buy
+2,110
New +$186K 0.17% 18

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

Wallace Hart's LRCX Position: Q1 2026 in Review

Wallace Hart reduced its Lam Research (LRCX) stake by 75% in Q1 2026, selling an estimated $1.06M and leaving 1,611 shares worth $344K. The position accounts for 0.47% of the portfolio, ranked #21.

Wallace Hart first reported a position in LRCX in Q1 2024 and has held it in 4 quarters since. The position peaked at $1.16M in Q3 2025. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • Wallace Hart held 1,611 shares of Lam Research worth $344K as of Q1 2026.
  • Wallace Hart sold 4,747 Lam Research shares in Q1 2026, an estimated $1.06M.
  • Lam Research made up 0.47% of Wallace Hart's portfolio in Q1 2026, its #21 holding.
  • Wallace Hart first reported a position in Lam Research in Q1 2024 and has held it in 4 quarters since.
  • Wallace Hart's Lam Research position peaked at $1.16M in Q3 2025.
  • 2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Wallace Hart's 13F filing for Q1 2026, filed 8 May 2026.