Kestra Investment Management’s Lam Research LRCX Stock Holding History

Kestra Investment Management’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	$1.84M	Sell	8,615 -3,637	-30%	-$813K	0.03%	140
2025 Q4	$2.1M	Buy	12,252 +804	+7%	+$125K	0.05%	133
2025 Q3	$1.53M	Sell	11,448 -4,295	-27%	-$455K	0.04%	151
2025 Q2	$1.36M	Buy	15,743 +8,689	+123%	+$689K	0.02%	233
2025 Q1	$513K	Sell	7,054 -2,974	-30%	-$234K	0.02%	266
2024 Q4	$724K	Buy	10,028 +2,668	+36%	+$202K	0.03%	182
2024 Q3	$601K	Buy	+7,360	New	+$640K	0.03%	181

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

Kestra Investment Management's LRCX Position: Q1 2026 in Review

Kestra Investment Management reduced its Lam Research (LRCX) stake by 30% in Q1 2026, selling an estimated $813K and leaving 8,615 shares worth $1.84M. The position accounts for 0.03% of the portfolio, ranked #140.

Kestra Investment Management first reported a position in LRCX in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.1M in Q4 2025. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

Kestra Investment Management held 8,615 shares of Lam Research worth $1.84M as of Q1 2026.
Kestra Investment Management sold 3,637 Lam Research shares in Q1 2026, an estimated $813K.
Lam Research made up 0.03% of Kestra Investment Management's portfolio in Q1 2026, its #140 holding.
Kestra Investment Management first reported a position in Lam Research in Q3 2024 and has held it in 7 quarters since.
Kestra Investment Management's Lam Research position peaked at $2.1M in Q4 2025.
2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Kestra Investment Management's 13F filing for Q1 2026, filed 11 May 2026.