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Waypoint Wealth Counsel’s Lam Research LRCX Stock Holding History

Waypoint Wealth Counsel’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 		$232K Sell
1,084
-373
-26% -$83.4K 0.12% 187
2025
Q4 		$249K Buy
+1,457
New +$227K 0.09% 222

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

Waypoint Wealth Counsel's LRCX Position: Q1 2026 in Review

Waypoint Wealth Counsel reduced its Lam Research (LRCX) stake by 26% in Q1 2026, selling an estimated $83.4K and leaving 1,084 shares worth $232K. The position accounts for 0.12% of the portfolio, ranked #187.

Waypoint Wealth Counsel first reported a position in LRCX in Q4 2025 and has held it in 2 quarters since. The position peaked at $249K in Q4 2025. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • Waypoint Wealth Counsel held 1,084 shares of Lam Research worth $232K as of Q1 2026.
  • Waypoint Wealth Counsel sold 373 Lam Research shares in Q1 2026, an estimated $83.4K.
  • Lam Research made up 0.12% of Waypoint Wealth Counsel's portfolio in Q1 2026, its #187 holding.
  • Waypoint Wealth Counsel first reported a position in Lam Research in Q4 2025 and has held it in 2 quarters since.
  • Waypoint Wealth Counsel's Lam Research position peaked at $249K in Q4 2025.
  • 2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q1 2026, filed 23 Apr 2026.