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Arax Advisory Partners’s Lam Research LRCX Stock Holding History

Arax Advisory Partners’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 		$2.46M Buy
11,515
+5,235
+83% +$1.17M 0.07% 229
2025
Q4 		$1.08M Sell
6,280
-26,543
-81% -$4.13M 0.03% 370
2025
Q3 		$4.4M Buy
32,823
+30,367
+1,236% +$3.22M 0.06% 258
2025
Q2 		$277K Buy
2,456
+1,241
+102% +$98.4K 0.01% 548
2025
Q1 		$88.3K Sell
1,215
-255
-17% -$20.1K 0.01% 763
2024
Q4 		$106K Buy
1,470
+800
+119% +$60.7K 0.01% 664
2024
Q3 		$54.7K Buy
670
+200
+43% +$17.4K ﹤0.01% 687
2024
Q2 		$50.1K Buy
470
+410
+683% +$39.3K ﹤0.01% 663
2024
Q1 		$5.86K Buy
60
+40
+200% +$3.52K ﹤0.01% 874
2023
Q4 		$1.59K Hold
20
– – ﹤0.01% 1051
2023
Q3 		$1.27K Hold
20
– – ﹤0.01% 1089
2023
Q2 		$1.3K Hold
20
– – ﹤0.01% 1063
2023
Q1 		$1.06K Hold
20
– – ﹤0.01% 1092
2022
Q4 		$841 Sell
20
-170
-89% -$7.11K ﹤0.01% 1113
2022
Q3 		$7K Sell
190
-60
-24% -$2.67K ﹤0.01% 718
2022
Q2 		$11K Sell
250
-130
-34% -$6.19K ﹤0.01% 647
2022
Q1 		$20K Buy
380
+60
+19% +$3.49K ﹤0.01% 574
2021
Q4 		$23K Sell
320
-10
-3% -$627 ﹤0.01% 560
2021
Q3 		$19K Sell
330
-1,960
-86% -$119K ﹤0.01% 563
2021
Q2 		$149K Buy
+2,290
New +$145K 0.02% 266

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

Arax Advisory Partners's LRCX Position: Q1 2026 in Review

Arax Advisory Partners increased its Lam Research (LRCX) stake by 83% in Q1 2026, buying an estimated $1.17M and bringing the position to 11,515 shares worth $2.46M. The position accounts for 0.07% of the portfolio, ranked #229.

Arax Advisory Partners first reported a position in LRCX in Q2 2021 and has held it in 20 quarters since. The position peaked at $4.4M in Q3 2025. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • Arax Advisory Partners held 11,515 shares of Lam Research worth $2.46M as of Q1 2026.
  • Arax Advisory Partners bought 5,235 Lam Research shares in Q1 2026, an estimated $1.17M.
  • Lam Research made up 0.07% of Arax Advisory Partners's portfolio in Q1 2026, its #229 holding.
  • Arax Advisory Partners first reported a position in Lam Research in Q2 2021 and has held it in 20 quarters since.
  • Arax Advisory Partners's Lam Research position peaked at $4.4M in Q3 2025.
  • 2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Arax Advisory Partners's 13F filing for Q1 2026, filed 13 May 2026.