Wellington Shields Capital Management’s Lam Research LRCX Stock Holding History

Wellington Shields Capital Management’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	$291K	Hold	1,360	–	–	0.04%	201
2025 Q4	$233K	Buy	+1,360	New	+$212K	0.03%	226
2022 Q4	–	Sell	-55,050	Closed	-$2.02M	–	317
2022 Q3	$2.02M	Buy	+55,050	New	+$2.45M	0.48%	54
2018 Q4	–	Sell	-27,000	Closed	-$410K	–	295
2018 Q3	$410K	Hold	27,000	–	–	0.07%	218
2018 Q2	$467K	Buy	+27,000	New	+$520K	0.08%	204

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

Wellington Shields Capital Management's LRCX Position: Q1 2026 in Review

Wellington Shields Capital Management held its Lam Research (LRCX) position steady in Q1 2026 at 1,360 shares worth $291K. The position accounts for 0.04% of the portfolio, ranked #201.

Wellington Shields Capital Management first reported a position in LRCX in Q2 2018 and has held it in 5 quarters since. The position peaked at $2.02M in Q3 2022. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

Wellington Shields Capital Management held 1,360 shares of Lam Research worth $291K as of Q1 2026.
Wellington Shields Capital Management left its Lam Research share count unchanged in Q1 2026.
Lam Research made up 0.04% of Wellington Shields Capital Management's portfolio in Q1 2026, its #201 holding.
Wellington Shields Capital Management first reported a position in Lam Research in Q2 2018 and has held it in 5 quarters since.
Wellington Shields Capital Management's Lam Research position peaked at $2.02M in Q3 2022.
2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Wellington Shields Capital Management's 13F filing for Q1 2026, filed 4 May 2026.