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Concurrent Investment Advisors’s Lam Research LRCX Stock Holding History

Concurrent Investment 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 		$17.6M Buy
82,201
+4,466
+6% +$999K 0.19% 119
2025
Q4 		$13.3M Buy
77,735
+62,062
+396% +$9.65M 0.15% 141
2025
Q3 		$2.1M Sell
15,673
-417
-3% -$44.2K 0.04% 456
2025
Q2 		$1.57M Buy
16,090
+361
+2% +$28.6K 0.03% 492
2025
Q1 		$1.14M Buy
15,729
+5,448
+53% +$429K 0.03% 506
2024
Q4 		$743K Buy
+10,281
New +$780K 0.02% 567
2024
Q3 		– Sell
-9,910
Closed -$1.05M – 1123
2024
Q2 		$1.05M Buy
9,910
+1,320
+15% +$127K 0.03% 417
2024
Q1 		$834K Buy
8,590
+870
+11% +$76.5K 0.03% 413
2023
Q4 		$605K Buy
+7,720
New +$526K 0.03% 452

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

Concurrent Investment Advisors's LRCX Position: Q1 2026 in Review

Concurrent Investment Advisors increased its Lam Research (LRCX) stake by 5.7% in Q1 2026, buying an estimated $999K and bringing the position to 82,201 shares worth $17.6M. The position accounts for 0.19% of the portfolio, ranked #119.

Concurrent Investment Advisors first reported a position in LRCX in Q4 2023 and has held it in 9 quarters since. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • Concurrent Investment Advisors held 82,201 shares of Lam Research worth $17.6M as of Q1 2026.
  • Concurrent Investment Advisors bought 4,466 Lam Research shares in Q1 2026, an estimated $999K.
  • Lam Research made up 0.19% of Concurrent Investment Advisors's portfolio in Q1 2026, its #119 holding.
  • Concurrent Investment Advisors first reported a position in Lam Research in Q4 2023 and has held it in 9 quarters since.
  • 2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.