Lloyd Advisory Services’s Lam Research LRCX Stock Holding History

Lloyd Advisory Services’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	$1.16M	Buy	5,437 +5,146	+1,768%	+$1.15M	0.33%	32
2025 Q4	$49.8K	Buy	+291	New	+$45.3K	0.02%	236
2024 Q4	–	Sell	-5,000	Closed	-$408K	–	112
2024 Q3	$408K	Hold	5,000	–	–	0.2%	60
2024 Q2	$532K	Buy	+5,000	New	+$480K	0.25%	50
2024 Q1	–	Sell	-5,100	Closed	-$399K	–	159
2023 Q4	$399K	Sell	5,100 -890	-15%	-$60.7K	0.19%	66
2023 Q3	$376K	Buy	+5,990	New	+$394K	0.12%	159
2022 Q4	$420K	Hold	10,000	–	–	0.29%	38
2022 Q3	$366K	Sell	10,000 -1,000	-9%	-$44.5K	0.27%	39
2022 Q2	$469K	Buy	11,000 +10,170	+1,225%	+$484K	0.37%	32
2022 Q1	$45K	Hold	830	–	–	0.02%	241
2021 Q4	$60K	Hold	830	–	–	0.03%	182
2021 Q3	$47K	Sell	830 -60	-7%	-$3.65K	0.02%	165
2021 Q2	$58K	Hold	890	–	–	0.03%	139
2021 Q1	$53K	Sell	890 -240	-21%	-$13.1K	0.03%	134
2020 Q4	$53K	Hold	1,130	–	–	0.03%	114
2020 Q3	$37K	Sell	1,130 -310	-22%	-$10.7K	0.02%	121
2020 Q2	$47K	Sell	1,440 -60	-4%	-$1.64K	0.03%	105
2020 Q1	$36K	Sell	1,500 -290	-16%	-$8.35K	0.03%	107
2019 Q4	$52K	Buy	+1,790	New	+$47.5K	0.05%	114

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

Lloyd Advisory Services's LRCX Position: Q1 2026 in Review

Lloyd Advisory Services increased its Lam Research (LRCX) stake by 1,768% in Q1 2026, buying an estimated $1.15M and bringing the position to 5,437 shares worth $1.16M. The position accounts for 0.33% of the portfolio, ranked #32.

Lloyd Advisory Services first reported a position in LRCX in Q4 2019 and has held it in 19 quarters since. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

Lloyd Advisory Services held 5,437 shares of Lam Research worth $1.16M as of Q1 2026.
Lloyd Advisory Services bought 5,146 Lam Research shares in Q1 2026, an estimated $1.15M.
Lam Research made up 0.33% of Lloyd Advisory Services's portfolio in Q1 2026, its #32 holding.
Lloyd Advisory Services first reported a position in Lam Research in Q4 2019 and has held it in 19 quarters since.
2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Lloyd Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.