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Gladstone Institutional Advisory’s Lam Research LRCX Stock Holding History

Gladstone Institutional Advisory’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 		$1.5M Sell
7,022
-136
-2% -$30.4K 0.06% 304
2025
Q4 		$1.23M Sell
7,158
-542
-7% -$84.3K 0.05% 330
2025
Q3 		$1.03M Sell
7,700
-414
-5% -$43.8K 0.04% 357
2025
Q2 		$790K Sell
8,114
-1,178
-13% -$93.4K 0.03% 392
2025
Q1 		$676K Sell
9,292
-7,558
-45% -$595K 0.03% 399
2024
Q4 		$1.22M Sell
16,850
-3,540
-17% -$269K 0.06% 305
2024
Q3 		$1.66M Sell
20,390
-1,490
-7% -$130K 0.08% 249
2024
Q2 		$2.33M Buy
21,880
+15,320
+234% +$1.47M 0.12% 199
2024
Q1 		$637K Sell
6,560
-370
-5% -$32.5K 0.04% 370
2023
Q4 		$543K Buy
6,930
+360
+5% +$24.5K 0.03% 402
2023
Q3 		$412K Buy
6,570
+230
+4% +$15.1K 0.03% 422
2023
Q2 		$408K Buy
6,340
+670
+12% +$37.8K 0.02% 440
2023
Q1 		$301K Buy
5,670
+120
+2% +$5.89K 0.02% 523
2022
Q4 		$233K Sell
5,550
-2,310
-29% -$96.6K 0.02% 564
2022
Q3 		$288K Sell
7,860
-2,390
-23% -$106K 0.02% 503
2022
Q2 		$437K Sell
10,250
-1,970
-16% -$93.8K 0.03% 436
2022
Q1 		$657K Sell
12,220
-24,260
-67% -$1.41M 0.04% 378
2021
Q4 		$2.62M Buy
36,480
+12,130
+50% +$760K 0.2% 136
2021
Q3 		$1.39M Buy
24,350
+17,050
+234% +$1.04M 0.14% 194
2021
Q2 		$475K Buy
+7,300
New +$461K 0.06% 307

Other funds holding LRCX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gladstone Institutional Advisory's LRCX Position: Q1 2026 in Review

Gladstone Institutional Advisory reduced its Lam Research (LRCX) stake by 1.9% in Q1 2026, selling an estimated $30.4K and leaving 7,022 shares worth $1.5M. The position accounts for 0.06% of the portfolio, ranked #304.

Gladstone Institutional Advisory first reported a position in LRCX in Q2 2021 and has held it in 20 quarters since. The position peaked at $2.62M in Q4 2021. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • Gladstone Institutional Advisory held 7,022 shares of Lam Research worth $1.5M as of Q1 2026.
  • Gladstone Institutional Advisory sold 136 Lam Research shares in Q1 2026, an estimated $30.4K.
  • Lam Research made up 0.06% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #304 holding.
  • Gladstone Institutional Advisory first reported a position in Lam Research in Q2 2021 and has held it in 20 quarters since.
  • Gladstone Institutional Advisory's Lam Research position peaked at $2.62M in Q4 2021.
  • 2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.