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Legend Financial Advisors’s Lam Research LRCX Stock Holding History

Legend Financial 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
2025
Q3 		– Sell
-70
Closed -$6.81K – 105
2025
Q2 		$6.81K Buy
+70
New +$5.55K ﹤0.01% 129
2025
Q1 		– Sell
-70
Closed -$5.06K – 155
2024
Q4 		$5.06K Hold
70
– – ﹤0.01% 156
2024
Q3 		$5.71K Hold
70
– – ﹤0.01% 123
2024
Q2 		$7.45K Sell
70
-10
-13% -$959 0.01% 169
2024
Q1 		$7.77K Buy
80
+60
+300% +$5.28K 0.01% 145
2023
Q4 		$1.57K Buy
+20
New +$1.36K ﹤0.01% 182
2023
Q3 		– Sell
-150
Closed -$9.64K – 206
2023
Q2 		$9.64K Buy
150
+50
+50% +$2.82K 0.01% 153
2023
Q1 		$5.3K Sell
100
-50
-33% -$2.45K ﹤0.01% 183
2022
Q4 		$6.31K Buy
+150
New +$6.28K 0.01% 191

Other funds holding LRCX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Legend Financial Advisors's LRCX Position: Q3 2025 in Review

Legend Financial Advisors sold out of Lam Research (LRCX) in Q3 2025, closing a stake of 70 shares — an estimated $6.81K sold.

Legend Financial Advisors first reported a position in LRCX in Q4 2022 and held it in 9 quarters. The position peaked at $9.64K in Q2 2023. 2,107 funds tracked by Wall St. Rank hold LRCX as of Q3 2025.

  • Legend Financial Advisors reported no remaining Lam Research position as of Q3 2025 after selling out during the quarter.
  • Legend Financial Advisors sold 70 Lam Research shares in Q3 2025, an estimated $6.81K.
  • Legend Financial Advisors first reported a position in Lam Research in Q4 2022 and held it in 9 quarters.
  • Legend Financial Advisors's Lam Research position peaked at $9.64K in Q2 2023.
  • 2,107 funds tracked by Wall St. Rank held Lam Research as of Q3 2025.

Based on Legend Financial Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.