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Kestra Advisory Services’s Lam Research LRCX Stock Holding History

Kestra Advisory Services’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 		$33.5M Buy
156,704
+1,454
+0.9% +$325K 0.13% 159
2025
Q4 		$26.6M Buy
155,250
+10,997
+8% +$1.71M 0.11% 184
2025
Q3 		$19.3M Sell
144,253
-7,980
-5% -$845K 0.09% 225
2025
Q2 		$14.8M Buy
152,233
+11,766
+8% +$933K 0.07% 275
2025
Q1 		$10.2M Sell
140,467
-7,437
-5% -$586K 0.05% 338
2024
Q4 		$10.7M Buy
147,904
+31,024
+27% +$2.35M 0.06% 327
2024
Q3 		$9.54M Sell
116,880
-12,910
-10% -$1.12M 0.05% 375
2024
Q2 		$12.3M Buy
129,790
+10,440
+9% +$1M 0.07% 302
2024
Q1 		$11.6M Buy
119,350
+21,100
+21% +$1.86M 0.08% 275
2023
Q4 		$7.7M Buy
98,250
+2,050
+2% +$140K 0.06% 328
2023
Q3 		$6.03M Buy
96,200
+3,930
+4% +$258K 0.06% 338
2023
Q2 		$5.93M Sell
92,270
-4,700
-5% -$265K 0.06% 328
2023
Q1 		$5.14M Sell
96,970
-24,970
-20% -$1.23M 0.06% 341
2022
Q4 		$5.13M Sell
121,940
-10,210
-8% -$427K 0.05% 431
2022
Q3 		$4.84M Buy
132,150
+53,060
+67% +$2.36M 0.05% 380
2022
Q2 		$3.37M Buy
79,090
+14,390
+22% +$685K 0.03% 479
2022
Q1 		$3.48M Buy
64,700
+2,420
+4% +$141K 0.04% 478
2021
Q4 		$4.48M Sell
62,280
-1,280
-2% -$80.2K 0.05% 408
2021
Q3 		$3.62M Buy
63,560
+2,560
+4% +$156K 0.04% 501
2021
Q2 		$3.97M Buy
61,000
+1,900
+3% +$120K 0.05% 420
2021
Q1 		$3.52M Buy
59,100
+4,950
+9% +$270K 0.04% 417
2020
Q4 		$2.62M Buy
54,150
+53,610
+9,928% +$2.26M 0.03% 509
2020
Q3 		$1.21M Buy
+540
New +$18.6K 0.02% 567

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

Kestra Advisory Services's LRCX Position: Q1 2026 in Review

Kestra Advisory Services increased its Lam Research (LRCX) stake by 0.94% in Q1 2026, buying an estimated $325K and bringing the position to 156,704 shares worth $33.5M. The position accounts for 0.13% of the portfolio, ranked #159.

Kestra Advisory Services first reported a position in LRCX in Q3 2020 and has held it in 23 quarters since. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • Kestra Advisory Services held 156,704 shares of Lam Research worth $33.5M as of Q1 2026.
  • Kestra Advisory Services bought 1,454 Lam Research shares in Q1 2026, an estimated $325K.
  • Lam Research made up 0.13% of Kestra Advisory Services's portfolio in Q1 2026, its #159 holding.
  • Kestra Advisory Services first reported a position in Lam Research in Q3 2020 and has held it in 23 quarters since.
  • 2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.