Aviso Financial’s Lam Research LRCX Stock Holding History

Aviso Financial’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	$834K	Buy	3,904 +676	+21%	+$151K	0.03%	167
2025 Q4	$553K	Buy	+3,228	New	+$502K	0.02%	184

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

Aviso Financial's LRCX Position: Q1 2026 in Review

Aviso Financial increased its Lam Research (LRCX) stake by 21% in Q1 2026, buying an estimated $151K and bringing the position to 3,904 shares worth $834K. The position accounts for 0.03% of the portfolio, ranked #167.

Aviso Financial first reported a position in LRCX in Q4 2025 and has held it in 2 quarters since. 2,631 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

Aviso Financial held 3,904 shares of Lam Research worth $834K as of Q1 2026.
Aviso Financial bought 676 Lam Research shares in Q1 2026, an estimated $151K.
Lam Research made up 0.03% of Aviso Financial's portfolio in Q1 2026, its #167 holding.
Aviso Financial first reported a position in Lam Research in Q4 2025 and has held it in 2 quarters since.
2,631 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Aviso Financial's 13F filing for Q1 2026, filed 14 May 2026.