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Wealthspire Advisors (New York)’s Lam Research LRCX Stock Holding History

Wealthspire Advisors (New York)’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 		$3M Sell
14,036
-5,115
-27% -$1.14M 0.02% 227
2025
Q4 		$3.28M Buy
19,151
+6,125
+47% +$953K 0.03% 217
2025
Q3 		$1.74M Sell
13,026
-21,728
-63% -$2.3M 0.01% 295
2025
Q2 		$3.38M Sell
34,754
-34
-0.1% -$2.7K 0.02% 203
2025
Q1 		$2.53M Buy
34,788
+17,443
+101% +$1.37M 0.02% 242
2024
Q4 		$1.25M Buy
17,345
+1,305
+8% +$99K 0.01% 326
2024
Q3 		$1.31M Buy
16,040
+4,540
+39% +$395K 0.01% 324
2024
Q2 		$1.22M Buy
11,500
+2,200
+24% +$211K 0.02% 282
2024
Q1 		$904K Sell
9,300
-1,880
-17% -$165K 0.01% 330
2023
Q4 		$876K Buy
11,180
+1,120
+11% +$76.3K 0.01% 332
2023
Q3 		$631K Buy
10,060
+6,540
+186% +$430K 0.01% 351
2023
Q2 		$226K Buy
+3,520
New +$198K ﹤0.01% 507
2023
Q1 		– Sell
-7,050
Closed -$296K – 570
2022
Q4 		$296K Buy
+7,050
New +$295K 0.01% 457
2022
Q1 		– Sell
-8,230
Closed -$592K – 498
2021
Q4 		$592K Buy
8,230
+1,210
+17% +$75.9K 0.01% 299
2021
Q3 		$400K Buy
7,020
+3,780
+117% +$230K 0.01% 401
2021
Q2 		$211K Sell
3,240
-14,630
-82% -$924K 0.01% 350
2021
Q1 		$1.06M Buy
17,870
+2,260
+14% +$123K 0.03% 255
2020
Q4 		$737K Buy
15,610
+5,170
+50% +$218K 0.02% 248
2020
Q3 		$346K Buy
10,440
+910
+10% +$31.4K 0.02% 221
2020
Q2 		$308K Sell
9,530
-10,510
-52% -$287K 0.02% 204
2020
Q1 		$481K Buy
20,040
+11,700
+140% +$337K 0.02% 297
2019
Q4 		$244K Buy
+8,340
New +$221K 0.02% 177
2019
Q1 		– Sell
-1,230
Closed -$17K – 477
2018
Q4 		$17K Buy
+1,230
New +$17.6K ﹤0.01% 380

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

Wealthspire Advisors (New York)'s LRCX Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Lam Research (LRCX) stake by 27% in Q1 2026, selling an estimated $1.14M and leaving 14,036 shares worth $3M. The position accounts for 0.02% of the portfolio, ranked #227.

Wealthspire Advisors (New York) first reported a position in LRCX in Q4 2018 and has held it in 23 quarters since. The position peaked at $3.38M in Q2 2025. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • Wealthspire Advisors (New York) held 14,036 shares of Lam Research worth $3M as of Q1 2026.
  • Wealthspire Advisors (New York) sold 5,115 Lam Research shares in Q1 2026, an estimated $1.14M.
  • Lam Research made up 0.02% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #227 holding.
  • Wealthspire Advisors (New York) first reported a position in Lam Research in Q4 2018 and has held it in 23 quarters since.
  • Wealthspire Advisors (New York)'s Lam Research position peaked at $3.38M in Q2 2025.
  • 2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.