Wealth Effects’s Lam Research LRCX Stock Holding History

Wealth Effects’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	$283K	Sell	1,325 -195	-13%	-$43.6K	0.1%	165
2025 Q4	$260K	Hold	1,520	–	–	0.08%	170
2025 Q3	$204K	Buy	+1,520	New	+$161K	0.07%	201

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

Wealth Effects's LRCX Position: Q1 2026 in Review

Wealth Effects reduced its Lam Research (LRCX) stake by 13% in Q1 2026, selling an estimated $43.6K and leaving 1,325 shares worth $283K. The position accounts for 0.1% of the portfolio, ranked #165.

Wealth Effects first reported a position in LRCX in Q3 2025 and has held it in 3 quarters since. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

Wealth Effects held 1,325 shares of Lam Research worth $283K as of Q1 2026.
Wealth Effects sold 195 Lam Research shares in Q1 2026, an estimated $43.6K.
Lam Research made up 0.1% of Wealth Effects's portfolio in Q1 2026, its #165 holding.
Wealth Effects first reported a position in Lam Research in Q3 2025 and has held it in 3 quarters since.
2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Wealth Effects's 13F filing for Q1 2026, filed 21 Apr 2026.