Wells Fargo’s Lam Research LRCX Stock Holding History

Wells Fargo’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	$1.45M	Sell	6,800 -1,000	-13%	-$224K	﹤0.01%	3513
2025 Q4	$1.34M	Sell	7,800 -152,100	-95%	-$23.7M	﹤0.01%	3745
2025 Q3	$21.4M	Buy	159,900 +136,800	+592%	+$14.5M	﹤0.01%	1429
2025 Q2	$2.25M	Buy	23,100 +10,600	+85%	+$841K	﹤0.01%	3138
2025 Q1	$909K	Buy	+12,500	New	+$984K	﹤0.01%	3702
2024 Q2	–	Sell	-1,000	Closed	-$97.2K	–	7225
2024 Q1	$97.2K	Hold	1,000	–	–	﹤0.01%	4910
2023 Q4	$78.3K	Hold	1,000	–	–	﹤0.01%	5049
2023 Q3	$62.7K	Hold	1,000	–	–	﹤0.01%	5057
2023 Q2	$64.3K	Buy	+1,000	New	+$56.4K	﹤0.01%	5298
2021 Q1	–	Sell	-1,000	Closed	-$2K	–	7170
2020 Q4	$2K	Buy	+1,000	New	+$42.1K	﹤0.01%	6277
2018 Q4	–	Sell	-200,000	Closed	-$86K	–	6520
2018 Q3	$86K	Buy	+200,000	New	+$3.42M	﹤0.01%	5412
2017 Q1	–	Sell	-819,000	Closed	-$67K	–	6408
2016 Q4	$67K	Buy	+819,000	New	+$8.32M	﹤0.01%	5298
2016 Q1	–	Sell	-3,000,000	Closed	-$42K	–	6325
2015 Q4	$42K	Sell	3,000,000 -1,000,000	-25%	-$7.52M	﹤0.01%	5345
2015 Q3	$3.53M	Hold	4,000,000	–	–	﹤0.01%	2561
2015 Q2	$1.24M	Hold	4,000,000	–	–	﹤0.01%	3437
2015 Q1	$88K	Buy	4,000,000 +1,000,000	+33%	+$7.91M	﹤0.01%	4800
2014 Q4	$1.75M	Buy	+3,000,000	New	+$23.3M	﹤0.01%	3106

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

Wells Fargo's LRCX Position: Q1 2026 in Review

Wells Fargo reduced its Lam Research (LRCX) stake by 3.7% in Q1 2026, selling an estimated $44.2M and leaving 5,141,784 shares worth $1.1B. The position accounts for 0.21% of the portfolio, ranked #100.

Wells Fargo first reported a position in LRCX in Q2 2013 and has held it in 52 quarters since. 2,631 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

Wells Fargo held 5,141,784 shares of Lam Research worth $1.1B as of Q1 2026.
Wells Fargo sold 197,904 Lam Research shares in Q1 2026, an estimated $44.2M.
Lam Research made up 0.21% of Wells Fargo's portfolio in Q1 2026, its #100 holding.
Wells Fargo first reported a position in Lam Research in Q2 2013 and has held it in 52 quarters since.
2,631 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.