ALPS Advisors’s Lam Research LRCX Stock Holding History

ALPS Advisors’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	$2.47M	Sell	11,542 -3,263	-22%	-$730K	0.01%	366
2025 Q4	$2.53M	Sell	14,805 -1,730	-10%	-$269K	0.01%	356
2025 Q3	$2.21M	Sell	16,535 -1,123	-6%	-$119K	0.01%	358
2025 Q2	$1.72M	Buy	17,658 +121	+0.7%	+$9.6K	0.01%	387
2025 Q1	$1.27M	Buy	17,537 +13,088	+294%	+$1.03M	0.01%	420
2024 Q4	$321K	Buy	+4,449	New	+$337K	﹤0.01%	850
2024 Q2	–	Sell	-3,760	Closed	-$365K	–	983
2024 Q1	$365K	Sell	3,760 -6,450	-63%	-$567K	﹤0.01%	729
2023 Q4	$800K	Sell	10,210 -160	-2%	-$10.9K	0.01%	534
2023 Q3	$650K	Sell	10,370 -2,770	-21%	-$182K	0.01%	558
2023 Q2	$845K	Buy	13,140 +4,000	+44%	+$225K	0.01%	524
2023 Q1	$485K	Sell	9,140 -1,080	-11%	-$53K	﹤0.01%	594
2022 Q4	$430K	Sell	10,220 -70	-0.7%	-$2.93K	﹤0.01%	637
2022 Q3	$377K	Buy	+10,290	New	+$458K	﹤0.01%	669
2022 Q2	–	Sell	-5,970	Closed	-$321K	–	1072
2022 Q1	$321K	Sell	5,970 -5,990	-50%	-$349K	﹤0.01%	744
2021 Q4	$860K	Buy	11,960 +3,090	+35%	+$194K	0.01%	380
2021 Q3	$505K	Buy	8,870 +220	+3%	+$13.4K	﹤0.01%	498
2021 Q2	$563K	Buy	8,650 +550	+7%	+$34.7K	0.01%	504
2021 Q1	$482K	Sell	8,100 -4,420	-35%	-$241K	﹤0.01%	488
2020 Q4	$591K	Buy	12,520 +440	+4%	+$18.5K	0.01%	476
2020 Q3	$401K	Buy	12,080 +3,220	+36%	+$111K	0.01%	492
2020 Q2	$287K	Sell	8,860 -29,900	-77%	-$815K	﹤0.01%	568
2020 Q1	$931K	Sell	38,760 -10,020	-21%	-$289K	0.01%	293
2019 Q4	$1.43M	Sell	48,780 -1,980	-4%	-$52.6K	0.01%	268
2019 Q3	$1.17M	Sell	50,760 -8,650	-15%	-$182K	0.01%	275
2019 Q2	$1.12M	Sell	59,410 -2,960	-5%	-$56.2K	0.01%	304
2019 Q1	$1.12M	Sell	62,370 -10,360	-14%	-$173K	0.01%	303
2018 Q4	$990K	Sell	72,730 -1,340	-2%	-$19.2K	0.01%	305
2018 Q3	$1.12M	Buy	74,070 +17,970	+32%	+$307K	0.01%	357
2018 Q2	$970K	Sell	56,100 -36,230	-39%	-$698K	0.01%	344
2018 Q1	$1.88M	Buy	92,330 +4,970	+6%	+$98.4K	0.01%	217
2017 Q4	$1.61M	Buy	87,360 +4,880	+6%	+$95.9K	0.01%	210
2017 Q3	$1.53M	Buy	82,480 +21,580	+35%	+$350K	0.01%	206
2017 Q2	$861K	Buy	60,900 +5,470	+10%	+$80.2K	0.01%	248
2017 Q1	$711K	Buy	55,430 +10,790	+24%	+$127K	﹤0.01%	254
2016 Q4	$472K	Sell	44,640 -570	-1%	-$5.79K	﹤0.01%	452
2016 Q3	$428K	Sell	45,210 -6,340	-12%	-$57.7K	﹤0.01%	420
2016 Q2	$433K	Sell	51,550 -3,760	-7%	-$30.2K	﹤0.01%	367
2016 Q1	$457K	Sell	55,310 -12,250	-18%	-$89.1K	﹤0.01%	311
2015 Q4	$537K	Hold	67,560	–	–	0.01%	357
2015 Q3	$4.41K	Buy	+67,560	New	+$495K	﹤0.01%	596
2015 Q1	–	Sell	-69,660	Closed	-$553K	–	724
2014 Q4	$553K	Sell	69,660 -9,340	-12%	-$72.4K	﹤0.01%	371
2014 Q3	$590K	Buy	+79,000	New	+$564K	﹤0.01%	322

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

ALPS Advisors's LRCX Position: Q1 2026 in Review

ALPS Advisors reduced its Lam Research (LRCX) stake by 22% in Q1 2026, selling an estimated $730K and leaving 11,542 shares worth $2.47M. The position accounts for 0.01% of the portfolio, ranked #366.

ALPS Advisors first reported a position in LRCX in Q3 2014 and has held it in 42 quarters since. The position peaked at $2.53M in Q4 2025. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

ALPS Advisors held 11,542 shares of Lam Research worth $2.47M as of Q1 2026.
ALPS Advisors sold 3,263 Lam Research shares in Q1 2026, an estimated $730K.
Lam Research made up 0.01% of ALPS Advisors's portfolio in Q1 2026, its #366 holding.
ALPS Advisors first reported a position in Lam Research in Q3 2014 and has held it in 42 quarters since.
ALPS Advisors's Lam Research position peaked at $2.53M in Q4 2025.
2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on ALPS Advisors's 13F filing for Q1 2026, filed 8 May 2026.