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DHK Financial Advisors’s Lam Research LRCX Stock Holding History

DHK 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
2025
Q2 		$270K Sell
2,767
-83
-3% -$6.58K 0.16% 82
2025
Q1 		$208K Hold
2,850
– – 0.11% 85
2024
Q4 		$207K Hold
2,850
– – 0.13% 88
2024
Q3 		$233K Sell
2,850
-60
-2% -$5.22K 0.14% 78
2024
Q2 		$310K Buy
+2,910
New +$279K 0.22% 66

Other funds holding LRCX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

DHK Financial Advisors's LRCX Position: Q2 2025 in Review

DHK Financial Advisors reduced its Lam Research (LRCX) stake by 2.9% in Q2 2025, selling an estimated $6.58K and leaving 2,767 shares worth $270K. The position accounts for 0.16% of the portfolio, ranked #82.

DHK Financial Advisors first reported a position in LRCX in Q2 2024 and has held it in 5 quarters since. The position peaked at $310K in Q2 2024. 1,882 funds tracked by Wall St. Rank hold LRCX as of Q2 2025.

  • DHK Financial Advisors held 2,767 shares of Lam Research worth $270K as of Q2 2025.
  • DHK Financial Advisors sold 83 Lam Research shares in Q2 2025, an estimated $6.58K.
  • Lam Research made up 0.16% of DHK Financial Advisors's portfolio in Q2 2025, its #82 holding.
  • DHK Financial Advisors first reported a position in Lam Research in Q2 2024 and has held it in 5 quarters since.
  • DHK Financial Advisors's Lam Research position peaked at $310K in Q2 2024.
  • 1,882 funds tracked by Wall St. Rank held Lam Research as of Q2 2025.

Based on DHK Financial Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.