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Atria Wealth Solutions’s Lam Research LRCX Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$4.4M Sell
45,077
-33,104
-42% -$2.63M 0.1% 233
2025
Q1 		$5.69M Buy
78,181
+11,502
+17% +$906K 0.07% 299
2024
Q4 		$4.83M Buy
66,679
+48,249
+262% +$3.66M 0.05% 361
2024
Q3 		$1.5M Sell
18,430
-62,560
-77% -$5.44M 0.02% 752
2024
Q2 		$8.63M Sell
80,990
-5,500
-6% -$527K 0.1% 218
2024
Q1 		$8.42M Buy
86,490
+1,660
+2% +$146K 0.09% 226
2023
Q4 		$6.66M Sell
84,830
-1,070
-1% -$72.9K 0.08% 242
2023
Q3 		$5.4M Buy
85,900
+510
+0.6% +$33.5K 0.08% 270
2023
Q2 		$5.5M Buy
85,390
+2,120
+3% +$119K 0.08% 261
2023
Q1 		$4.43M Buy
83,270
+1,800
+2% +$88.3K 0.07% 293
2022
Q4 		$3.44M Sell
81,470
-6,050
-7% -$253K 0.06% 345
2022
Q3 		$3.21M Sell
87,520
-1,800
-2% -$80.1K 0.06% 331
2022
Q2 		$3.81M Sell
89,320
-15,910
-15% -$757K 0.07% 283
2022
Q1 		$5.66M Buy
+105,230
New +$6.13M 0.09% 231

Other funds holding LRCX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Atria Wealth Solutions's LRCX Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Lam Research (LRCX) stake by 42% in Q2 2025, selling an estimated $2.63M and leaving 45,077 shares worth $4.4M. The position accounts for 0.1% of the portfolio, ranked #233.

Atria Wealth Solutions first reported a position in LRCX in Q1 2022 and has held it in 14 quarters since. The position peaked at $8.63M in Q2 2024. 1,883 funds tracked by Wall St. Rank hold LRCX as of Q2 2025.

  • Atria Wealth Solutions held 45,077 shares of Lam Research worth $4.4M as of Q2 2025.
  • Atria Wealth Solutions sold 33,104 Lam Research shares in Q2 2025, an estimated $2.63M.
  • Lam Research made up 0.1% of Atria Wealth Solutions's portfolio in Q2 2025, its #233 holding.
  • Atria Wealth Solutions first reported a position in Lam Research in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Lam Research position peaked at $8.63M in Q2 2024.
  • 1,883 funds tracked by Wall St. Rank held Lam Research as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.