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Intelligence Driven Advisers’s Lam Research LRCX Stock Holding History

Intelligence Driven Advisers’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 		$384K Buy
1,795
+110
+7% +$24.6K 0.07% 77
2025
Q4 		$288K Sell
1,685
-66
-4% -$10.3K 0.04% 99
2025
Q3 		$234K Buy
+1,751
New +$185K 0.03% 109
2024
Q3 		– Sell
-1,980
Closed -$211K – 119
2024
Q2 		$211K Buy
+1,980
New +$190K 0.03% 99

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

Intelligence Driven Advisers's LRCX Position: Q1 2026 in Review

Intelligence Driven Advisers increased its Lam Research (LRCX) stake by 6.5% in Q1 2026, buying an estimated $24.6K and bringing the position to 1,795 shares worth $384K. The position accounts for 0.07% of the portfolio, ranked #77.

Intelligence Driven Advisers first reported a position in LRCX in Q2 2024 and has held it in 4 quarters since. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • Intelligence Driven Advisers held 1,795 shares of Lam Research worth $384K as of Q1 2026.
  • Intelligence Driven Advisers bought 110 Lam Research shares in Q1 2026, an estimated $24.6K.
  • Lam Research made up 0.07% of Intelligence Driven Advisers's portfolio in Q1 2026, its #77 holding.
  • Intelligence Driven Advisers first reported a position in Lam Research in Q2 2024 and has held it in 4 quarters since.
  • 2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Intelligence Driven Advisers's 13F filing for Q1 2026, filed 15 May 2026.