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Financial Advocates Investment Management’s Lam Research LRCX Stock Holding History

Financial Advocates Investment Management’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
Q3 		– Sell
-7,409
Closed -$721K – 362
2025
Q2 		$721K Sell
7,409
-3,337
-31% -$265K 0.06% 280
2025
Q1 		$781K Buy
10,746
+4
+0% +$315 0.05% 332
2024
Q4 		$776K Buy
10,742
+1,292
+14% +$98K 0.04% 358
2024
Q3 		$772K Buy
9,450
+10
+0.1% +$869 0.04% 360
2024
Q2 		$1.01M Buy
9,440
+750
+9% +$71.9K 0.06% 292
2024
Q1 		$844K Sell
8,690
-950
-10% -$83.6K 0.05% 342
2023
Q4 		$755K Buy
9,640
+360
+4% +$24.5K 0.05% 345
2023
Q3 		$581K Buy
9,280
+50
+0.5% +$3.29K 0.04% 379
2023
Q2 		$593K Sell
9,230
-490
-5% -$27.6K 0.04% 362
2023
Q1 		$515K Buy
9,720
+2,980
+44% +$146K 0.04% 423
2022
Q4 		$284K Buy
+6,740
New +$282K 0.02% 574
2022
Q3 		– Sell
-7,010
Closed -$298K – 795
2022
Q2 		$298K Buy
7,010
+50
+0.7% +$2.38K 0.02% 512
2022
Q1 		$374K Buy
6,960
+220
+3% +$12.8K 0.02% 516
2021
Q4 		$485K Sell
6,740
-20
-0.3% -$1.25K 0.03% 495
2021
Q3 		$385K Sell
6,760
-1,130
-14% -$68.7K 0.03% 546
2021
Q2 		$513K Buy
7,890
+2,380
+43% +$150K 0.03% 476
2021
Q1 		$328K Sell
5,510
-70
-1% -$3.81K 0.02% 580
2020
Q4 		$263K Buy
+5,580
New +$235K 0.02% 602
2020
Q2 		– Sell
-9,160
Closed -$220K – 629
2020
Q1 		$220K Sell
9,160
-2,440
-21% -$70.3K 0.03% 419
2019
Q4 		$339K Buy
11,600
+100
+0.9% +$2.66K 0.04% 378
2019
Q3 		$266K Sell
11,500
-20
-0.2% -$420 0.03% 402
2019
Q2 		$217K Sell
11,520
-200
-2% -$3.79K 0.03% 438
2019
Q1 		$210K Buy
+11,720
New +$196K 0.03% 429
2018
Q4 		– Sell
-14,700
Closed -$223K – 476
2018
Q3 		$223K Buy
14,700
+2,150
+17% +$36.7K 0.02% 457
2018
Q2 		$217K Buy
12,550
+440
+4% +$8.47K 0.03% 447
2018
Q1 		$246K Sell
12,110
-250
-2% -$4.95K 0.03% 410
2017
Q4 		$227K Buy
+12,360
New +$243K 0.03% 426

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Financial Advocates Investment Management's LRCX Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Lam Research (LRCX) in Q3 2025, closing a stake of 7,409 shares — an estimated $721K sold.

Financial Advocates Investment Management first reported a position in LRCX in Q4 2017 and held it in 27 quarters. The position peaked at $1.01M in Q2 2024. 2,109 funds tracked by Wall St. Rank hold LRCX as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining Lam Research position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 7,409 Lam Research shares in Q3 2025, an estimated $721K.
  • Financial Advocates Investment Management first reported a position in Lam Research in Q4 2017 and held it in 27 quarters.
  • Financial Advocates Investment Management's Lam Research position peaked at $1.01M in Q2 2024.
  • 2,109 funds tracked by Wall St. Rank held Lam Research as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.