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Wood Tarver Financial Group’s Lam Research LRCX Stock Holding History

Wood Tarver Financial Group’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 		$5.48M Hold
25,661
– – 1.52% 16
2025
Q4 		$4.39M Hold
25,661
– – 1.23% 17
2025
Q3 		$3.44M Sell
25,661
-1,209
-4% -$128K 1.01% 18
2025
Q2 		$2.62M Hold
26,870
– – 0.79% 21
2025
Q1 		$1.95M Hold
26,870
– – 0.64% 27
2024
Q4 		$1.94M Buy
+26,870
New +$2.04M 0.65% 23

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

Wood Tarver Financial Group's LRCX Position: Q1 2026 in Review

Wood Tarver Financial Group held its Lam Research (LRCX) position steady in Q1 2026 at 25,661 shares worth $5.48M. The position accounts for 1.52% of the portfolio, ranked #16.

Wood Tarver Financial Group first reported a position in LRCX in Q4 2024 and has held it in 6 quarters since. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • Wood Tarver Financial Group held 25,661 shares of Lam Research worth $5.48M as of Q1 2026.
  • Wood Tarver Financial Group left its Lam Research share count unchanged in Q1 2026.
  • Lam Research made up 1.52% of Wood Tarver Financial Group's portfolio in Q1 2026, its #16 holding.
  • Wood Tarver Financial Group first reported a position in Lam Research in Q4 2024 and has held it in 6 quarters since.
  • 2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Wood Tarver Financial Group's 13F filing for Q1 2026, filed 12 May 2026.