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Guardian Wealth Advisors (North Carolina)’s Lam Research LRCX Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		$1.05M Sell
4,925
-697
-12% -$156K 0.07% 154
2025
Q4 		$962K Buy
5,622
+108
+2% +$16.8K 0.06% 158
2025
Q3 		$738K Sell
5,514
-10
-0.2% -$1.06K 0.05% 170
2025
Q2 		$538K Buy
5,524
+141
+3% +$11.2K 0.04% 194
2025
Q1 		$391K Buy
5,383
+4
+0.1% +$315 0.03% 213
2024
Q4 		$389K Buy
5,379
+99
+2% +$7.51K 0.03% 218
2024
Q3 		$431K Sell
5,280
-90
-2% -$7.83K 0.05% 181
2024
Q2 		$572K Sell
5,370
-30
-0.6% -$2.88K 0.07% 137
2024
Q1 		$525K Sell
5,400
-830
-13% -$73K 0.06% 146
2023
Q4 		$488K Sell
6,230
-490
-7% -$33.4K 0.07% 137
2023
Q3 		$422K Buy
6,720
+1,180
+21% +$77.5K 0.07% 139
2023
Q2 		$357K Sell
5,540
-340
-6% -$19.2K 0.06% 156
2023
Q1 		$313K Buy
5,880
+880
+18% +$43.2K 0.05% 165
2022
Q4 		$211K Buy
+5,000
New +$209K 0.04% 193
2022
Q3 		– Sell
-6,210
Closed -$266K – 361
2022
Q2 		$266K Sell
6,210
-4,290
-41% -$204K 0.05% 157
2022
Q1 		$566K Buy
10,500
+1,340
+15% +$78K 0.24% 73
2021
Q4 		$659K Buy
+9,160
New +$574K 0.28% 64

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

Guardian Wealth Advisors (North Carolina)'s LRCX Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) reduced its Lam Research (LRCX) stake by 12% in Q1 2026, selling an estimated $156K and leaving 4,925 shares worth $1.05M. The position accounts for 0.07% of the portfolio, ranked #154.

Guardian Wealth Advisors (North Carolina) first reported a position in LRCX in Q4 2021 and has held it in 17 quarters since. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • Guardian Wealth Advisors (North Carolina) held 4,925 shares of Lam Research worth $1.05M as of Q1 2026.
  • Guardian Wealth Advisors (North Carolina) sold 697 Lam Research shares in Q1 2026, an estimated $156K.
  • Lam Research made up 0.07% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #154 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Lam Research in Q4 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 Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.