LGT Financial Advisors’s Lam Research LRCX Stock Holding History

LGT 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
2026 Q1	$49.4K	Hold	231	–	–	0.25%	64
2025 Q4	$39.5K	Hold	231	–	–	0.24%	69
2025 Q3	$30.9K	Hold	231	–	–	0.07%	156
2025 Q2	$22.5K	Buy	+231	New	+$18.3K	0.06%	153
2023 Q4	–	Sell	-40	Closed	-$2.51K	–	928
2023 Q3	$2.51K	Buy	+40	New	+$2.63K	﹤0.01%	770

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

LGT Financial Advisors's LRCX Position: Q1 2026 in Review

LGT Financial Advisors held its Lam Research (LRCX) position steady in Q1 2026 at 231 shares worth $49.4K. The position accounts for 0.25% of the portfolio, ranked #64.

LGT Financial Advisors first reported a position in LRCX in Q3 2023 and has held it in 5 quarters since. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

LGT Financial Advisors held 231 shares of Lam Research worth $49.4K as of Q1 2026.
LGT Financial Advisors left its Lam Research share count unchanged in Q1 2026.
Lam Research made up 0.25% of LGT Financial Advisors's portfolio in Q1 2026, its #64 holding.
LGT Financial Advisors first reported a position in Lam Research in Q3 2023 and has held it in 5 quarters since.
2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on LGT Financial Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.