WP
LRCX icon

WealthShield Partners’s Lam Research LRCX Stock Holding History

WealthShield Partners’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 		$4.87M Sell
22,789
-4,425
-16% -$989K 0.54% 49
2025
Q4 		$4.66M Sell
27,214
-767
-3% -$119K 0.51% 56
2025
Q3 		$3.75M Buy
27,981
+523
+2% +$55.4K 0.42% 62
2025
Q2 		$2.67M Buy
+27,458
New +$2.18M 0.32% 91
2021
Q4 		– Sell
-5,260
Closed -$299K – 294
2021
Q3 		$299K Buy
5,260
+620
+13% +$37.7K 0.08% 190
2021
Q2 		$302K Buy
4,640
+2,500
+117% +$158K 0.05% 207
2021
Q1 		$127K Buy
+2,140
New +$117K 0.02% 312

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

WealthShield Partners's LRCX Position: Q1 2026 in Review

WealthShield Partners reduced its Lam Research (LRCX) stake by 16% in Q1 2026, selling an estimated $989K and leaving 22,789 shares worth $4.87M. The position accounts for 0.54% of the portfolio, ranked #49.

WealthShield Partners first reported a position in LRCX in Q1 2021 and has held it in 7 quarters since. 2,631 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • WealthShield Partners held 22,789 shares of Lam Research worth $4.87M as of Q1 2026.
  • WealthShield Partners sold 4,425 Lam Research shares in Q1 2026, an estimated $989K.
  • Lam Research made up 0.54% of WealthShield Partners's portfolio in Q1 2026, its #49 holding.
  • WealthShield Partners first reported a position in Lam Research in Q1 2021 and has held it in 7 quarters since.
  • 2,631 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.