Key Financial Inc’s Lam Research LRCX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$216K Buy
1,011
+151
+18% +$33.8K 0.04% 281
2025
Q4
$147K Buy
860
+400
+87% +$62.2K 0.03% 338
2025
Q3
$65.7K Hold
460
0.01% 466
2025
Q2
$44.8K Buy
+460
New +$36.5K 0.01% 520
2024
Q4
Sell
-460
Closed -$37.5K 1394
2024
Q3
$37.5K Buy
460
+40
+10% +$3.48K 0.01% 530
2024
Q2
$44.7K Hold
420
0.01% 486
2024
Q1
$40.8K Hold
420
0.01% 469
2023
Q4
$32.9K Hold
420
0.01% 496
2023
Q3
$26.3K Hold
420
0.01% 514
2023
Q2
$27K Buy
420
+90
+27% +$5.07K 0.01% 516
2023
Q1
$17.5K Sell
330
-740
-69% -$36.3K 0.01% 572
2022
Q4
$39.2K Hold
1,070
0.02% 394
2022
Q3
$39K Hold
1,070
0.02% 399
2022
Q2
$42K Hold
1,070
0.02% 392
2022
Q1
$58K Buy
1,070
+740
+224% +$43.1K 0.03% 341
2021
Q4
$24K Hold
330
0.01% 458
2021
Q3
$19K Hold
330
0.01% 480
2021
Q2
$21K Buy
+330
New +$20.8K 0.01% 461

Other funds holding LRCX

Key Financial Inc's LRCX Position: Q1 2026 in Review

Key Financial Inc increased its Lam Research (LRCX) stake by 18% in Q1 2026, buying an estimated $33.8K and bringing the position to 1,011 shares worth $216K. The position accounts for 0.04% of the portfolio, ranked #281.

Key Financial Inc first reported a position in LRCX in Q2 2021 and has held it in 18 quarters since. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • Key Financial Inc held 1,011 shares of Lam Research worth $216K as of Q1 2026.
  • Key Financial Inc bought 151 Lam Research shares in Q1 2026, an estimated $33.8K.
  • Lam Research made up 0.04% of Key Financial Inc's portfolio in Q1 2026, its #281 holding.
  • Key Financial Inc first reported a position in Lam Research in Q2 2021 and has held it in 18 quarters since.
  • 2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.