Brown Financial Advisors’s Lam Research LRCX Stock Holding History

Brown Financial 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
2026 Q1	$1.29M	Sell	6,044 -2,200	-27%	-$492K	0.49%	66
2025 Q4	$1.41M	Sell	8,244 -5,008	-38%	-$779K	0.52%	66
2025 Q3	$1.77M	Sell	13,252 -45	-0.3%	-$4.76K	0.66%	55
2025 Q2	$1.29M	Buy	13,297 +403	+3%	+$32K	0.51%	73
2025 Q1	$937K	Buy	12,894 +720	+6%	+$56.7K	0.39%	86
2024 Q4	$879K	Buy	12,174 +1,904	+19%	+$144K	0.35%	85
2024 Q3	$838K	Sell	10,270 -3,710	-27%	-$323K	0.35%	87
2024 Q2	$1.49M	Buy	+13,980	New	+$1.34M	0.67%	50

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

Brown Financial Advisors's LRCX Position: Q1 2026 in Review

Brown Financial Advisors reduced its Lam Research (LRCX) stake by 27% in Q1 2026, selling an estimated $492K and leaving 6,044 shares worth $1.29M. The position accounts for 0.49% of the portfolio, ranked #66.

Brown Financial Advisors first reported a position in LRCX in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.77M in Q3 2025. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

Brown Financial Advisors held 6,044 shares of Lam Research worth $1.29M as of Q1 2026.
Brown Financial Advisors sold 2,200 Lam Research shares in Q1 2026, an estimated $492K.
Lam Research made up 0.49% of Brown Financial Advisors's portfolio in Q1 2026, its #66 holding.
Brown Financial Advisors first reported a position in Lam Research in Q2 2024 and has held it in 8 quarters since.
Brown Financial Advisors's Lam Research position peaked at $1.77M in Q3 2025.
2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Brown Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.