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Moss Adams Wealth Advisors’s Lam Research LRCX Stock Holding History

Moss Adams Wealth 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 		$826K Buy
3,863
+564
+17% +$126K 0.06% 101
2025
Q4 		$566K Buy
3,299
+110
+3% +$17.1K 0.04% 118
2025
Q3 		$428K Buy
3,189
+100
+3% +$10.6K 0.03% 148
2025
Q2 		$301K Sell
3,089
-2,279
-42% -$181K 0.03% 191
2025
Q1 		$391K Buy
5,368
+2,446
+84% +$193K 0.04% 137
2024
Q4 		$212K Sell
2,922
-198
-6% -$15K 0.02% 193
2024
Q3 		$255K Sell
3,120
-50
-2% -$4.35K 0.03% 167
2024
Q2 		$338K Buy
3,170
+740
+30% +$71K 0.05% 108
2024
Q1 		$237K Buy
+2,430
New +$214K 0.04% 130

Other funds holding LRCX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Moss Adams Wealth Advisors's LRCX Position: Q1 2026 in Review

Moss Adams Wealth Advisors increased its Lam Research (LRCX) stake by 17% in Q1 2026, buying an estimated $126K and bringing the position to 3,863 shares worth $826K. The position accounts for 0.06% of the portfolio, ranked #101.

Moss Adams Wealth Advisors first reported a position in LRCX in Q1 2024 and has held it in 9 quarters since. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • Moss Adams Wealth Advisors held 3,863 shares of Lam Research worth $826K as of Q1 2026.
  • Moss Adams Wealth Advisors bought 564 Lam Research shares in Q1 2026, an estimated $126K.
  • Lam Research made up 0.06% of Moss Adams Wealth Advisors's portfolio in Q1 2026, its #101 holding.
  • Moss Adams Wealth Advisors first reported a position in Lam Research in Q1 2024 and has held it in 9 quarters since.
  • 2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Moss Adams Wealth Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.