Grey Fox Wealth Advisors’s Lam Research LRCX Stock Holding History

Grey Fox Wealth 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
2025 Q4	–	Sell	-351	Closed	-$47K	–	408
2025 Q3	$47K	Buy	+351	New	+$37.2K	0.01%	270
2023 Q2	–	Sell	-60	Closed	-$3.19K	–	338
2023 Q1	$3.19K	Buy	+60	New	+$2.94K	﹤0.01%	383

Other funds holding LRCX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Grey Fox Wealth Advisors's LRCX Position: Q4 2025 in Review

Grey Fox Wealth Advisors sold out of Lam Research (LRCX) in Q4 2025, closing a stake of 351 shares — an estimated $47K sold.

Grey Fox Wealth Advisors first reported a position in LRCX in Q1 2023 and held it in 2 quarters. The position peaked at $47K in Q3 2025. 2,396 funds tracked by Wall St. Rank hold LRCX as of Q4 2025.

Grey Fox Wealth Advisors reported no remaining Lam Research position as of Q4 2025 after selling out during the quarter.
Grey Fox Wealth Advisors sold 351 Lam Research shares in Q4 2025, an estimated $47K.
Grey Fox Wealth Advisors first reported a position in Lam Research in Q1 2023 and held it in 2 quarters.
Grey Fox Wealth Advisors's Lam Research position peaked at $47K in Q3 2025.
2,396 funds tracked by Wall St. Rank held Lam Research as of Q4 2025.

Based on Grey Fox Wealth Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.