Invera Wealth Advisors’s Lam Research LRCX Stock Holding History

Invera 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
2026 Q1	$4.04M	Sell	18,904 -1,100	-5%	-$246K	2.59%	12
2025 Q4	$3.42M	Sell	20,004 -2,108	-10%	-$328K	2.16%	17
2025 Q3	$2.96M	Sell	22,112 -901	-4%	-$95.4K	1.82%	18
2025 Q2	$2.24M	Sell	23,013 -354	-2%	-$28.1K	1.46%	23
2025 Q1	$1.7M	Buy	+23,367	New	+$1.84M	1.1%	30
2024 Q1	–	Sell	-24,340	Closed	-$1.91M	–	87
2023 Q4	$1.91M	Buy	+24,340	New	+$1.66M	1.19%	29

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

Invera Wealth Advisors's LRCX Position: Q1 2026 in Review

Invera Wealth Advisors reduced its Lam Research (LRCX) stake by 5.5% in Q1 2026, selling an estimated $246K and leaving 18,904 shares worth $4.04M. The position accounts for 2.59% of the portfolio, ranked #12.

Invera Wealth Advisors first reported a position in LRCX in Q4 2023 and has held it in 6 quarters since. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

Invera Wealth Advisors held 18,904 shares of Lam Research worth $4.04M as of Q1 2026.
Invera Wealth Advisors sold 1,100 Lam Research shares in Q1 2026, an estimated $246K.
Lam Research made up 2.59% of Invera Wealth Advisors's portfolio in Q1 2026, its #12 holding.
Invera Wealth Advisors first reported a position in Lam Research in Q4 2023 and has held it in 6 quarters since.
2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Invera Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.