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Goodman Advisory Group’s Lam Research LRCX Stock Holding History

Goodman Advisory Group’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 		$1.7M Sell
7,978
-60
-0.7% -$13.4K 0.44% 45
2025
Q4 		$1.38M Hold
8,038
– – 0.34% 42
2025
Q3 		$1.08M Buy
+8,038
New +$851K 0.27% 45
2025
Q2 		– Sell
-11,731
Closed -$853K – 179
2025
Q1 		$853K Sell
11,731
-1,490
-11% -$117K 0.26% 59
2024
Q4 		$955K Sell
13,221
-2,449
-16% -$186K 0.28% 50
2024
Q3 		$1.28M Buy
15,670
+140
+0.9% +$12.2K 0.37% 52
2024
Q2 		$1.65M Sell
15,530
-470
-3% -$45.1K 0.49% 41
2024
Q1 		$1.55M Sell
16,000
-960
-6% -$84.5K 0.49% 46
2023
Q4 		$1.33M Sell
16,960
-11,380
-40% -$776K 0.45% 42
2023
Q3 		$1.78M Sell
28,340
-5,060
-15% -$332K 0.66% 38
2023
Q2 		$2.15M Sell
33,400
-9,550
-22% -$538K 0.8% 32
2023
Q1 		$2.28M Buy
42,950
+16,530
+63% +$811K 1.24% 24
2022
Q4 		$1.11M Sell
26,420
-2,350
-8% -$98.3K 0.65% 31
2022
Q3 		$1.05M Sell
28,770
-34,980
-55% -$1.56M 0.57% 23
2022
Q2 		$2.72M Sell
63,750
-29,510
-32% -$1.4M 1.21% 17
2022
Q1 		$5.01M Sell
93,260
-2,640
-3% -$154K 1.73% 19
2021
Q4 		$6.9M Buy
+95,900
New +$6.01M 2.33% 14

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

Goodman Advisory Group's LRCX Position: Q1 2026 in Review

Goodman Advisory Group reduced its Lam Research (LRCX) stake by 0.75% in Q1 2026, selling an estimated $13.4K and leaving 7,978 shares worth $1.7M. The position accounts for 0.44% of the portfolio, ranked #45.

Goodman Advisory Group first reported a position in LRCX in Q4 2021 and has held it in 17 quarters since. The position peaked at $6.9M in Q4 2021. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • Goodman Advisory Group held 7,978 shares of Lam Research worth $1.7M as of Q1 2026.
  • Goodman Advisory Group sold 60 Lam Research shares in Q1 2026, an estimated $13.4K.
  • Lam Research made up 0.44% of Goodman Advisory Group's portfolio in Q1 2026, its #45 holding.
  • Goodman Advisory Group first reported a position in Lam Research in Q4 2021 and has held it in 17 quarters since.
  • Goodman Advisory Group's Lam Research position peaked at $6.9M in Q4 2021.
  • 2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Goodman Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.