Delta Financial Group’s Lam Research LRCX Stock Holding History

Delta Financial Group’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 Q1	$429K	Buy	5,501 +111	+2%	+$8.74K	0.1%	148
2024 Q4	$389K	Buy	+5,390	New	+$409K	0.09%	157
2024 Q2	–	Sell	-5,160	Closed	-$502K	–	185
2024 Q1	$502K	Sell	5,160 -50	-1%	-$4.4K	0.15%	118
2023 Q4	$408K	Hold	5,210	–	–	0.13%	120
2023 Q3	$327K	Buy	+5,210	New	+$342K	0.11%	135
2023 Q2	–	Sell	-5,280	Closed	-$280K	–	152
2023 Q1	$280K	Hold	5,280	–	–	0.11%	133
2022 Q4	$214K	Buy	+5,280	New	+$221K	0.09%	155

Other funds holding LRCX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Delta Financial Group's LRCX Position: Q1 2025 in Review

Delta Financial Group increased its Lam Research (LRCX) stake by 2.1% in Q1 2025, buying an estimated $8.74K and bringing the position to 5,501 shares worth $429K. The position accounts for 0.1% of the portfolio, ranked #148.

Delta Financial Group first reported a position in LRCX in Q4 2022 and has held it in 7 quarters since. The position peaked at $502K in Q1 2024. 1,796 funds tracked by Wall St. Rank hold LRCX as of Q1 2025.

Delta Financial Group held 5,501 shares of Lam Research worth $429K as of Q1 2025.
Delta Financial Group bought 111 Lam Research shares in Q1 2025, an estimated $8.74K.
Lam Research made up 0.1% of Delta Financial Group's portfolio in Q1 2025, its #148 holding.
Delta Financial Group first reported a position in Lam Research in Q4 2022 and has held it in 7 quarters since.
Delta Financial Group's Lam Research position peaked at $502K in Q1 2024.
1,796 funds tracked by Wall St. Rank held Lam Research as of Q1 2025.

Based on Delta Financial Group's 13F filing for Q1 2025, filed 9 May 2025.