Question 1

How many shares of LRCX does Focus Partners Wealth own?

Accepted Answer

As of 2026-Q1, Focus Partners Wealth holds 2.5M shares of LRCX (LAM RESEARCH CORP).

Question 2

What is Focus Partners Wealth's LRCX position worth?

Accepted Answer

As of 2026-Q1, Focus Partners Wealth's LRCX position is worth $542.5M.

Question 3

Is Focus Partners Wealth buying or selling LRCX?

Accepted Answer

In 2026-Q1, Focus Partners Wealth increased their LRCX position (+23.4% change in shares).

Question 4

When did Focus Partners Wealth first buy LRCX?

Accepted Answer

Based on available 13F filings, Focus Partners Wealth first reported a position in LRCX in 2024-Q2. They have held the position across 10 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q1 Latest	Increased	2.5M	+23.4%	$542.5M	0.6%	$217.27	54
2025-Q4	Increased	2M	+355.2%	$343.4M	0.4%	$173.78	60
2025-Q3	Increased	449,637	+1.5%	$60.2M	0.1%	$130.87	30
2025-Q2	Increased	442,905	+0.2%	$43.1M	0.1%	$96.85	29
2025-Q1	Decreased	442,143	-45.6%	$32.1M	0.1%	$72.17	0
2024-Q4	Increased	812,455	+2872.1%	$58.7M	0.2%	$71.50	57
2024-Q3	Decreased	27,336	-74.2%	$22.3M	0.1%	$81.71	0
2024-Q2	Increased	105,798	+109.3%	$112.7M	0.4%	$104.88	58

LRCXShowing 8 of 10 quarters

LRCX
Showing 8 of 10 quarters