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Garton & Associates Financial Advisors’s Lam Research LRCX Stock Holding History

Garton & Associates 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
2026
Q1 		– Sell
-623
Closed -$107K – 442
2025
Q4 		$107K Buy
+623
New +$96.9K 0.06% 217

Other funds holding LRCX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Garton & Associates Financial Advisors's LRCX Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of Lam Research (LRCX) in Q1 2026, closing a stake of 623 shares — an estimated $107K sold.

Garton & Associates Financial Advisors first reported a position in LRCX in Q4 2025 and held it in 1 quarter. The position peaked at $107K in Q4 2025. 2,640 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining Lam Research position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 623 Lam Research shares in Q1 2026, an estimated $107K.
  • Garton & Associates Financial Advisors first reported a position in Lam Research in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's Lam Research position peaked at $107K in Q4 2025.
  • 2,640 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.