Heartwood Wealth Advisors’s Lam Research LRCX Stock Holding History

Heartwood 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	-70	Closed	-$9.37K	–	432
2025 Q3	$9.37K	Buy	+70	New	+$7.41K	﹤0.01%	391

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

Heartwood Wealth Advisors's LRCX Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Lam Research (LRCX) in Q4 2025, closing a stake of 70 shares — an estimated $9.37K sold.

Heartwood Wealth Advisors first reported a position in LRCX in Q3 2025 and held it in 1 quarter. The position peaked at $9.37K in Q3 2025. 2,396 funds tracked by Wall St. Rank hold LRCX as of Q4 2025.

Heartwood Wealth Advisors reported no remaining Lam Research position as of Q4 2025 after selling out during the quarter.
Heartwood Wealth Advisors sold 70 Lam Research shares in Q4 2025, an estimated $9.37K.
Heartwood Wealth Advisors first reported a position in Lam Research in Q3 2025 and held it in 1 quarter.
Heartwood Wealth Advisors's Lam Research position peaked at $9.37K in Q3 2025.
2,396 funds tracked by Wall St. Rank held Lam Research as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.