CBIZ Investment Advisory Services’s Lam Research LRCX Stock Holding History

CBIZ Investment 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
2026 Q1	$6.2K	Sell	29 -1,223	-98%	-$273K	﹤0.01%	200
2025 Q4	$215K	Buy	1,252 +81	+7%	+$12.6K	0.01%	53
2025 Q3	$157K	Hold	1,171	–	–	0.01%	57
2025 Q2	$114K	Buy	1,171 +61	+5%	+$4.84K	0.01%	71
2025 Q1	$80.9K	Sell	1,110 -185	-14%	-$14.6K	﹤0.01%	86
2024 Q4	$93.8K	Buy	+1,295	New	+$98.2K	﹤0.01%	78
2024 Q3	–	Sell	-1,050	Closed	-$112K	–	422
2024 Q2	$112K	Hold	1,050	–	–	0.01%	65
2024 Q1	$102K	Buy	+1,050	New	+$92.4K	0.01%	71

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

CBIZ Investment Advisory Services's LRCX Position: Q1 2026 in Review

CBIZ Investment Advisory Services reduced its Lam Research (LRCX) stake by 98% in Q1 2026, selling an estimated $273K and leaving 29 shares worth $6.2K. The position accounts for ﹤0.01% of the portfolio, ranked #200.

CBIZ Investment Advisory Services first reported a position in LRCX in Q1 2024 and has held it in 8 quarters since. The position peaked at $215K in Q4 2025. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

CBIZ Investment Advisory Services held 29 shares of Lam Research worth $6.2K as of Q1 2026.
CBIZ Investment Advisory Services sold 1,223 Lam Research shares in Q1 2026, an estimated $273K.
Lam Research made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q1 2026, its #200 holding.
CBIZ Investment Advisory Services first reported a position in Lam Research in Q1 2024 and has held it in 8 quarters since.
CBIZ Investment Advisory Services's Lam Research position peaked at $215K in Q4 2025.
2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.