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HBK Sorce Advisory’s Lam Research LRCX Stock Holding History

HBK Sorce 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 		$1.63M Buy
5,545
+370
+7% +$82.7K 0.03% 178
2025
Q4 		$1.2M Buy
5,175
+51
+1% +$7.93K 0.03% 211
2025
Q3 		$742K Buy
5,124
+4
+0.1% +$424 0.02% 279
2025
Q2 		$498K Sell
5,120
-19
-0.4% -$1.51K 0.01% 340
2025
Q1 		$374K Buy
5,139
+490
+11% +$38.6K 0.01% 400
2024
Q4 		$336K Sell
4,649
-1,451
-24% -$110K 0.01% 422
2024
Q3 		$498K Sell
6,100
-720
-11% -$62.6K 0.02% 336
2024
Q2 		$726K Buy
6,820
+160
+2% +$15.3K 0.03% 258
2024
Q1 		$647K Buy
6,660
+2,950
+80% +$260K 0.02% 284
2023
Q4 		$291K Buy
3,710
+50
+1% +$3.41K 0.01% 427
2023
Q3 		$229K Buy
3,660
+50
+1% +$3.29K 0.01% 490
2023
Q2 		$232K Sell
3,610
-900
-20% -$50.7K 0.01% 507
2023
Q1 		$239K Sell
4,510
-4,470
-50% -$219K 0.01% 493
2022
Q4 		$377K Buy
+8,980
New +$376K 0.01% 486
2022
Q2 		– Sell
-4,630
Closed -$249K – 521
2022
Q1 		$249K Sell
4,630
-3,610
-44% -$210K 0.01% 444
2021
Q4 		$594K Hold
8,240
– – 0.03% 299
2021
Q3 		$470K Sell
8,240
-2,310
-22% -$141K 0.03% 329
2021
Q2 		$687K Buy
10,550
+1,700
+19% +$107K 0.04% 265
2021
Q1 		$527K Buy
8,850
+2,790
+46% +$152K 0.03% 289
2020
Q4 		$286K Buy
+6,060
New +$255K 0.02% 391
2020
Q3 		– Sell
-8,350
Closed -$270K – 464
2020
Q2 		$270K Buy
+8,350
New +$228K 0.02% 348
2020
Q1 		– Sell
-7,090
Closed -$207K – 431
2019
Q4 		$207K Buy
+7,090
New +$188K 0.02% 408

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

HBK Sorce Advisory's LRCX Position: Q1 2026 in Review

HBK Sorce Advisory increased its Lam Research (LRCX) stake by 7.1% in Q1 2026, buying an estimated $82.7K and bringing the position to 5,545 shares worth $1.63M. The position accounts for 0.03% of the portfolio, ranked #178.

HBK Sorce Advisory first reported a position in LRCX in Q4 2019 and has held it in 22 quarters since. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • HBK Sorce Advisory held 5,545 shares of Lam Research worth $1.63M as of Q1 2026.
  • HBK Sorce Advisory bought 370 Lam Research shares in Q1 2026, an estimated $82.7K.
  • Lam Research made up 0.03% of HBK Sorce Advisory's portfolio in Q1 2026, its #178 holding.
  • HBK Sorce Advisory first reported a position in Lam Research in Q4 2019 and has held it in 22 quarters since.
  • 2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on HBK Sorce Advisory's 13F filing for Q1 2026, filed 11 May 2026.