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Beacon Financial Advisory’s Lam Research LRCX Stock Holding History

Beacon Financial Advisory’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 		$276K Buy
1,293
+25
+2% +$5.59K 0.06% 319
2025
Q4 		$217K Sell
1,268
-474
-27% -$73.7K 0.05% 356
2025
Q3 		$233K Buy
+1,742
New +$184K 0.05% 336
2024
Q3 		– Sell
-2,150
Closed -$229K – 311
2024
Q2 		$229K Sell
2,150
-110
-5% -$10.6K 0.09% 249
2024
Q1 		$219K Buy
+2,260
New +$199K 0.11% 222

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

Beacon Financial Advisory's LRCX Position: Q1 2026 in Review

Beacon Financial Advisory increased its Lam Research (LRCX) stake by 2% in Q1 2026, buying an estimated $5.59K and bringing the position to 1,293 shares worth $276K. The position accounts for 0.06% of the portfolio, ranked #319.

Beacon Financial Advisory first reported a position in LRCX in Q1 2024 and has held it in 5 quarters since. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • Beacon Financial Advisory held 1,293 shares of Lam Research worth $276K as of Q1 2026.
  • Beacon Financial Advisory bought 25 Lam Research shares in Q1 2026, an estimated $5.59K.
  • Lam Research made up 0.06% of Beacon Financial Advisory's portfolio in Q1 2026, its #319 holding.
  • Beacon Financial Advisory first reported a position in Lam Research in Q1 2024 and has held it in 5 quarters since.
  • 2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Beacon Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.