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Whalen Wealth Management’s Lattice Semiconductor LSCC Stock Holding History

Whalen Wealth Management’s Portfolio LSCC Stock Details LSCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-3,413
Closed -$251K – 205
2025
Q4 		$251K Buy
3,413
+509
+18% +$36.2K 0.13% 171
2025
Q3 		$213K Buy
+2,904
New +$177K 0.12% 164

Other funds holding LSCC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Whalen Wealth Management's LSCC Position: Q1 2026 in Review

Whalen Wealth Management sold out of Lattice Semiconductor (LSCC) in Q1 2026, closing a stake of 3,413 shares — an estimated $251K sold.

Whalen Wealth Management first reported a position in LSCC in Q3 2025 and held it in 2 quarters. The position peaked at $251K in Q4 2025. 482 funds tracked by Wall St. Rank hold LSCC as of Q1 2026.

  • Whalen Wealth Management reported no remaining Lattice Semiconductor position as of Q1 2026 after selling out during the quarter.
  • Whalen Wealth Management sold 3,413 Lattice Semiconductor shares in Q1 2026, an estimated $251K.
  • Whalen Wealth Management first reported a position in Lattice Semiconductor in Q3 2025 and held it in 2 quarters.
  • Whalen Wealth Management's Lattice Semiconductor position peaked at $251K in Q4 2025.
  • 482 funds tracked by Wall St. Rank held Lattice Semiconductor as of Q1 2026.

Based on Whalen Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.