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Avantax Advisory Services’s Lam Research LRCX Stock Holding History

Avantax Advisory Services’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 		$5.63M Buy
57,832
+10,496
+22% +$832K 0.03% 418
2025
Q1 		$3.44M Buy
47,336
+7,929
+20% +$624K 0.02% 531
2024
Q4 		$2.85M Buy
39,407
+27
+0.1% +$2.05K 0.02% 575
2024
Q3 		$3.21M Sell
39,380
-8,370
-18% -$728K 0.02% 519
2024
Q2 		$5.08M Buy
47,750
+24,600
+106% +$2.36M 0.04% 363
2024
Q1 		$2.25M Buy
23,150
+2,390
+12% +$210K 0.02% 510
2023
Q4 		$1.63M Buy
20,760
+2,040
+11% +$139K 0.02% 569
2023
Q3 		$1.17M Buy
18,720
+270
+1% +$17.7K 0.01% 618
2023
Q2 		$1.19M Buy
18,450
+550
+3% +$31K 0.01% 624
2023
Q1 		$949K Buy
17,900
+440
+3% +$21.6K 0.01% 680
2022
Q4 		$734K Buy
17,460
+2,890
+20% +$121K 0.01% 725
2022
Q3 		$533K Buy
14,570
+80
+0.6% +$3.56K 0.01% 745
2022
Q2 		$617K Sell
14,490
-1,870
-11% -$89K 0.01% 696
2022
Q1 		$882K Sell
16,360
-220
-1% -$12.8K 0.01% 584
2021
Q4 		$1.19M Buy
16,580
+1,450
+10% +$90.9K 0.02% 481
2021
Q3 		$865K Buy
15,130
+1,410
+10% +$85.8K 0.01% 532
2021
Q2 		$898K Buy
13,720
+330
+2% +$20.8K 0.02% 503
2021
Q1 		$799K Sell
13,390
-170
-1% -$9.26K 0.02% 483
2020
Q4 		$639K Sell
13,560
-6,090
-31% -$256K 0.02% 485
2020
Q3 		$655K Buy
19,650
+11,690
+147% +$403K 0.01% 704
2020
Q2 		$258K Buy
+7,960
New +$217K 0.01% 701
2020
Q1 		– Sell
-6,940
Closed -$203K – 852
2019
Q4 		$203K Buy
+6,940
New +$184K ﹤0.01% 777

Other funds holding LRCX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Avantax Advisory Services's LRCX Position: Q2 2025 in Review

Avantax Advisory Services increased its Lam Research (LRCX) stake by 22% in Q2 2025, buying an estimated $832K and bringing the position to 57,832 shares worth $5.63M. The position accounts for 0.03% of the portfolio, ranked #418.

Avantax Advisory Services first reported a position in LRCX in Q4 2019 and has held it in 22 quarters since. 1,878 funds tracked by Wall St. Rank hold LRCX as of Q2 2025.

  • Avantax Advisory Services held 57,832 shares of Lam Research worth $5.63M as of Q2 2025.
  • Avantax Advisory Services bought 10,496 Lam Research shares in Q2 2025, an estimated $832K.
  • Lam Research made up 0.03% of Avantax Advisory Services's portfolio in Q2 2025, its #418 holding.
  • Avantax Advisory Services first reported a position in Lam Research in Q4 2019 and has held it in 22 quarters since.
  • 1,878 funds tracked by Wall St. Rank held Lam Research as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.