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Wealth Management Associates’s Lam Research LRCX Stock Holding History

Wealth Management Associates’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 		$296K Sell
1,386
-140
-9% -$31.3K 0.1% 183
2025
Q4 		$261K Sell
1,526
-145
-9% -$22.6K 0.09% 194
2025
Q3 		$224K Buy
+1,671
New +$177K 0.08% 210
2024
Q3 		– Sell
-2,340
Closed -$249K – 216
2024
Q2 		$249K Hold
2,340
– – 0.12% 166
2024
Q1 		$249K Sell
2,340
-440
-16% -$38.7K 0.12% 166
2023
Q4 		$218K Buy
+2,780
New +$189K 0.11% 179
2021
Q4 		– Sell
-3,900
Closed -$222K – 199
2021
Q3 		$222K Hold
3,900
– – 0.13% 175
2021
Q2 		$254K Buy
+3,900
New +$246K 0.14% 166

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

Wealth Management Associates's LRCX Position: Q1 2026 in Review

Wealth Management Associates reduced its Lam Research (LRCX) stake by 9.2% in Q1 2026, selling an estimated $31.3K and leaving 1,386 shares worth $296K. The position accounts for 0.1% of the portfolio, ranked #183.

Wealth Management Associates first reported a position in LRCX in Q2 2021 and has held it in 8 quarters since. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • Wealth Management Associates held 1,386 shares of Lam Research worth $296K as of Q1 2026.
  • Wealth Management Associates sold 140 Lam Research shares in Q1 2026, an estimated $31.3K.
  • Lam Research made up 0.1% of Wealth Management Associates's portfolio in Q1 2026, its #183 holding.
  • Wealth Management Associates first reported a position in Lam Research in Q2 2021 and has held it in 8 quarters since.
  • 2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Wealth Management Associates's 13F filing for Q1 2026, filed 13 May 2026.