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Bordeaux Wealth Advisors’s Lam Research LRCX Stock Holding History

Bordeaux Wealth Advisors’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 		$428K Sell
4,399
-275
-6% -$21.8K 0.05% 99
2025
Q1 		$340K Buy
4,674
+66
+1% +$5.2K 0.06% 110
2024
Q4 		$333K Buy
4,608
+178
+4% +$13.5K 0.05% 113
2024
Q3 		$362K Buy
4,430
+490
+12% +$42.6K 0.07% 110
2024
Q2 		$420K Buy
3,940
+90
+2% +$8.63K 0.08% 91
2024
Q1 		$374K Buy
3,850
+990
+35% +$87.1K 0.12% 73
2023
Q4 		$224K Buy
+2,860
New +$195K 0.08% 102

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

Bordeaux Wealth Advisors's LRCX Position: Q2 2025 in Review

Bordeaux Wealth Advisors reduced its Lam Research (LRCX) stake by 5.9% in Q2 2025, selling an estimated $21.8K and leaving 4,399 shares worth $428K. The position accounts for 0.05% of the portfolio, ranked #99.

Bordeaux Wealth Advisors first reported a position in LRCX in Q4 2023 and has held it in 7 quarters since. 1,879 funds tracked by Wall St. Rank hold LRCX as of Q2 2025.

  • Bordeaux Wealth Advisors held 4,399 shares of Lam Research worth $428K as of Q2 2025.
  • Bordeaux Wealth Advisors sold 275 Lam Research shares in Q2 2025, an estimated $21.8K.
  • Lam Research made up 0.05% of Bordeaux Wealth Advisors's portfolio in Q2 2025, its #99 holding.
  • Bordeaux Wealth Advisors first reported a position in Lam Research in Q4 2023 and has held it in 7 quarters since.
  • 1,879 funds tracked by Wall St. Rank held Lam Research as of Q2 2025.

Based on Bordeaux Wealth Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.