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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
2024
Q3 		– Sell
-2,000
Closed -$213K – 794
2024
Q2 		$213K Buy
+2,000
New +$192K 0.01% 662

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 $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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.