ZF
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Zhang Financial’s Lam Research LRCX Stock Holding History

Zhang Financial’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 		$823K Buy
3,853
+274
+8% +$61.3K 0.03% 210
2025
Q4 		$613K Sell
3,579
-158
-4% -$24.6K 0.02% 207
2025
Q3 		$500K Sell
3,737
-718
-16% -$76K 0.02% 212
2025
Q2 		$434K Sell
4,455
-282
-6% -$22.4K 0.02% 209
2025
Q1 		$344K Buy
4,737
+1,020
+27% +$80.3K 0.02% 234
2024
Q4 		$268K Buy
3,717
+217
+6% +$16.5K 0.02% 249
2024
Q3 		$286K Sell
3,500
-170
-5% -$14.8K 0.02% 235
2024
Q2 		$391K Sell
3,670
-50
-1% -$4.79K 0.03% 206
2024
Q1 		$361K Buy
3,720
+70
+2% +$6.16K 0.03% 211
2023
Q4 		$286K Buy
+3,650
New +$249K 0.02% 221

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

Zhang Financial's LRCX Position: Q1 2026 in Review

Zhang Financial increased its Lam Research (LRCX) stake by 7.7% in Q1 2026, buying an estimated $61.3K and bringing the position to 3,853 shares worth $823K. The position accounts for 0.03% of the portfolio, ranked #210.

Zhang Financial first reported a position in LRCX in Q4 2023 and has held it in 10 quarters since. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • Zhang Financial held 3,853 shares of Lam Research worth $823K as of Q1 2026.
  • Zhang Financial bought 274 Lam Research shares in Q1 2026, an estimated $61.3K.
  • Lam Research made up 0.03% of Zhang Financial's portfolio in Q1 2026, its #210 holding.
  • Zhang Financial first reported a position in Lam Research in Q4 2023 and has held it in 10 quarters since.
  • 2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Zhang Financial's 13F filing for Q1 2026, filed 6 May 2026.