Herold Advisors’s Lam Research LRCX Stock Holding History

Herold 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
2026 Q1	$1.19M	Sell	5,581 -1,848	-25%	-$413K	0.26%	95
2025 Q4	$1.27M	Sell	7,429 -410	-5%	-$63.8K	0.28%	91
2025 Q3	$1.05M	Sell	7,839 -677	-8%	-$71.7K	0.24%	104
2025 Q2	$829K	Buy	8,516 +794	+10%	+$63K	0.17%	130
2025 Q1	$561K	Sell	7,722 -3,291	-30%	-$259K	0.12%	171
2024 Q4	$795K	Sell	11,013 -2,017	-15%	-$153K	0.17%	142
2024 Q3	$1.06M	Buy	13,030 +420	+3%	+$36.5K	0.23%	123
2024 Q2	$1.34M	Buy	12,610 +630	+5%	+$60.4K	0.31%	87
2024 Q1	$1.16M	Sell	11,980 -1,390	-10%	-$122K	0.28%	105
2023 Q4	$1.05M	Hold	13,370	–	–	0.29%	101
2023 Q3	$838K	Sell	13,370 -1,260	-9%	-$82.8K	0.25%	117
2023 Q2	$941K	Buy	14,630 +2,030	+16%	+$114K	0.29%	104
2023 Q1	$668K	Buy	+12,600	New	+$618K	0.23%	110
2022 Q2	–	Sell	-3,650	Closed	-$196K	–	455
2022 Q1	$196K	Buy	+3,650	New	+$212K	0.07%	199

Other funds holding LRCX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Herold Advisors's LRCX Position: Q1 2026 in Review

Herold Advisors reduced its Lam Research (LRCX) stake by 25% in Q1 2026, selling an estimated $413K and leaving 5,581 shares worth $1.19M. The position accounts for 0.26% of the portfolio, ranked #95.

Herold Advisors first reported a position in LRCX in Q1 2022 and has held it in 14 quarters since. The position peaked at $1.34M in Q2 2024. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

Herold Advisors held 5,581 shares of Lam Research worth $1.19M as of Q1 2026.
Herold Advisors sold 1,848 Lam Research shares in Q1 2026, an estimated $413K.
Lam Research made up 0.26% of Herold Advisors's portfolio in Q1 2026, its #95 holding.
Herold Advisors first reported a position in Lam Research in Q1 2022 and has held it in 14 quarters since.
Herold Advisors's Lam Research position peaked at $1.34M in Q2 2024.
2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Herold Advisors's 13F filing for Q1 2026, filed 15 May 2026.