First Affirmative Financial Network’s Lam Research LRCX Stock Holding History

First Affirmative Financial Network’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	$1.31M	Buy	+6,111	New	+$1.37M	0.51%	35
2025 Q3	$815K	Sell	6,087 -373	-6%	-$39.5K	0.38%	51
2025 Q2	$629K	Buy	6,460 +133	+2%	+$10.5K	0.32%	78
2025 Q1	$460K	Sell	6,327 -176	-3%	-$13.9K	0.28%	99
2024 Q4	$470K	Buy	6,503 +343	+6%	+$26K	0.27%	97
2024 Q3	$503K	Buy	6,160 +640	+12%	+$55.6K	0.28%	94
2024 Q2	$588K	Buy	5,520 +270	+5%	+$25.9K	0.41%	58
2024 Q1	$510K	Buy	5,250 +130	+3%	+$11.4K	0.38%	74
2023 Q4	$401K	Buy	5,120 +270	+6%	+$18.4K	0.32%	94
2023 Q3	$304K	Sell	4,850 -230	-5%	-$15.1K	0.3%	110
2023 Q2	$327K	Buy	5,080 +490	+11%	+$27.6K	0.33%	99
2023 Q1	$243K	Sell	4,590 -590	-11%	-$29K	0.28%	113
2022 Q4	$218K	Buy	+5,180	New	+$217K	0.26%	127
2022 Q3	–	Sell	-5,990	Closed	-$255K	–	145
2022 Q2	$255K	Buy	5,990 +190	+3%	+$9.04K	0.29%	106
2022 Q1	$312K	Buy	5,800 +10	+0.2%	+$582	0.3%	101
2021 Q4	$417K	Buy	5,790 +2,070	+56%	+$130K	0.38%	70
2021 Q3	$212K	Buy	+3,720	New	+$226K	0.22%	143

Other funds holding LRCX

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

First Affirmative Financial Network's LRCX Position: Q1 2026 in Review

First Affirmative Financial Network opened a new position in Lam Research (LRCX) in Q1 2026: 6,111 shares worth $1.31M. The stake represents 0.51% of the portfolio and ranks #35 among its holdings. This is a return to the name: First Affirmative Financial Network previously reported a position in LRCX as recently as Q3 2025.

First Affirmative Financial Network first reported a position in LRCX in Q3 2021 and has held it in 17 quarters since. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

First Affirmative Financial Network held 6,111 shares of Lam Research worth $1.31M as of Q1 2026.
Lam Research was a new First Affirmative Financial Network position in Q1 2026.
Lam Research made up 0.51% of First Affirmative Financial Network's portfolio in Q1 2026, its #35 holding.
First Affirmative Financial Network first reported a position in Lam Research in Q3 2021 and has held it in 17 quarters since.
2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on First Affirmative Financial Network's 13F filing for Q1 2026, filed 8 May 2026.