Lifeworks Advisors’s Lam Research LRCX Stock Holding History

Lifeworks 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 Q2	–	Sell	-6,372	Closed	-$463K	–	324
2025 Q1	$463K	Sell	6,372 -18,035	-74%	-$1.42M	0.08%	187
2024 Q4	$1.76M	Buy	24,407 +6,027	+33%	+$457K	0.32%	85
2024 Q3	$1.5M	Buy	18,380 +3,500	+24%	+$304K	0.29%	94
2024 Q2	$1.58M	Sell	14,880 -270	-2%	-$25.9K	0.44%	67
2024 Q1	$1.47M	Buy	15,150 +1,750	+13%	+$154K	0.41%	71
2023 Q4	$1.05M	Buy	+13,400	New	+$913K	0.36%	81
2022 Q3	–	Sell	-17,660	Closed	-$753K	–	148
2022 Q2	$753K	Buy	17,660 +3,750	+27%	+$179K	0.48%	73
2022 Q1	$748K	Buy	13,910 +6,620	+91%	+$385K	0.49%	73
2021 Q4	$524K	Buy	+7,290	New	+$457K	0.42%	72

Other funds holding LRCX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Lifeworks Advisors's LRCX Position: Q2 2025 in Review

Lifeworks Advisors sold out of Lam Research (LRCX) in Q2 2025, closing a stake of 6,372 shares — an estimated $463K sold.

Lifeworks Advisors first reported a position in LRCX in Q4 2021 and held it in 9 quarters. The position peaked at $1.76M in Q4 2024. 1,878 funds tracked by Wall St. Rank hold LRCX as of Q2 2025.

Lifeworks Advisors reported no remaining Lam Research position as of Q2 2025 after selling out during the quarter.
Lifeworks Advisors sold 6,372 Lam Research shares in Q2 2025, an estimated $463K.
Lifeworks Advisors first reported a position in Lam Research in Q4 2021 and held it in 9 quarters.
Lifeworks Advisors's Lam Research position peaked at $1.76M in Q4 2024.
1,878 funds tracked by Wall St. Rank held Lam Research as of Q2 2025.

Based on Lifeworks Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.