Mount Yale Investment Advisors’s Lam Research LRCX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.58M | Buy |
16,739
+3,901
| +30% | +$872K | 0.08% | 241 |
|
|
2025
Q4 | $2.2M | Buy |
12,838
+2,907
| +29% | +$452K | 0.11% | 176 |
|
|
2025
Q3 | $1.33M | Buy |
9,931
+8,209
| +477% | +$869K | 0.09% | 228 |
|
|
2025
Q2 | $168K | Sell |
1,722
-44,899
| -96% | -$3.56M | 0.01% | 570 |
|
|
2025
Q1 | $3.39M | Sell |
46,621
-2,941
| -6% | -$232K | 0.29% | 70 |
|
|
2024
Q4 | $3.58M | Buy |
+49,562
| New | +$3.76M | 0.29% | 67 |
|
|
2024
Q3 | – | Sell |
-2,620
| Closed | -$279K | – | 582 |
|
|
2024
Q2 | $279K | Sell |
2,620
-420
| -14% | -$40.3K | 0.02% | 453 |
|
|
2024
Q1 | $295K | Sell |
3,040
-1,220
| -29% | -$107K | 0.02% | 453 |
|
|
2023
Q4 | $333K | Sell |
4,260
-60
| -1% | -$4.09K | 0.03% | 397 |
|
|
2023
Q3 | $271K | Sell |
4,320
-610
| -12% | -$40.1K | 0.03% | 409 |
|
|
2023
Q2 | $317K | Buy |
4,930
+10
| +0.2% | +$564 | 0.03% | 378 |
|
|
2023
Q1 | $261K | Sell |
4,920
-23,130
| -82% | -$1.14M | 0.03% | 412 |
|
|
2022
Q4 | $1.18M | Buy |
28,050
+2,580
| +10% | +$108K | 0.13% | 158 |
|
|
2022
Q3 | $932K | Buy |
25,470
+80
| +0.3% | +$3.56K | 0.12% | 175 |
|
|
2022
Q2 | $1.08M | Buy |
25,390
+940
| +4% | +$44.8K | 0.14% | 162 |
|
|
2022
Q1 | $1.31M | Buy |
24,450
+910
| +4% | +$53K | 0.14% | 158 |
|
|
2021
Q4 | $1.69M | Sell |
23,540
-2,140
| -8% | -$134K | 0.18% | 127 |
|
|
2021
Q3 | $1.46M | Sell |
25,680
-107,160
| -81% | -$6.52M | 0.17% | 138 |
|
|
2021
Q2 | $8.64M | Sell |
132,840
-7,490
| -5% | -$473K | 1.05% | 10 |
|
|
2021
Q1 | $8.35M | Sell |
140,330
-14,390
| -9% | -$784K | 1.09% | 8 |
|
|
2020
Q4 | $7.31M | Sell |
154,720
-28,860
| -16% | -$1.21M | 1.03% | 8 |
|
|
2020
Q3 | $6.09M | Sell |
183,580
-20,270
| -10% | -$698K | 0.87% | 13 |
|
|
2020
Q2 | $6.59M | Sell |
203,850
-91,890
| -31% | -$2.51M | 1.18% | 11 |
|
|
2020
Q1 | $7.1M | Sell |
295,740
-5,290
| -2% | -$152K | 1.6% | 10 |
|
|
2019
Q4 | $8.98M | Sell |
301,030
-36,210
| -11% | -$962K | 1.56% | 7 |
|
|
2019
Q3 | $9.11M | Sell |
337,240
-75,890
| -18% | -$1.59M | 1.63% | 8 |
|
|
2019
Q2 | $8.12M | Sell |
413,130
-33,710
| -8% | -$640K | 1.5% | 10 |
|
|
2019
Q1 | $8M | Sell |
446,840
-1,040
| -0.2% | -$17.4K | 1.5% | 13 |
|
|
2018
Q4 | $7.88M | Sell |
447,880
-57,480
| -11% | -$824K | 1.6% | 10 |
|
|
2018
Q3 | $7.67M | Buy |
505,360
+483,030
| +2,163% | +$8.25M | 1.34% | 15 |
|
|
2018
Q2 | $386K | Buy |
22,330
+19,850
| +800% | +$382K | 0.07% | 218 |
|
|
2018
Q1 | $50K | Buy |
+2,480
| New | +$49.1K | 0.01% | 618 |
|
Other funds holding LRCX
VCM
VPM
Mount Yale Investment Advisors's LRCX Position: Q1 2026 in Review
Mount Yale Investment Advisors increased its Lam Research (LRCX) stake by 30% in Q1 2026, buying an estimated $872K and bringing the position to 16,739 shares worth $3.58M. The position accounts for 0.08% of the portfolio, ranked #241.
Mount Yale Investment Advisors first reported a position in LRCX in Q1 2018 and has held it in 32 quarters since. The position peaked at $9.11M in Q3 2019. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.
- Mount Yale Investment Advisors held 16,739 shares of Lam Research worth $3.58M as of Q1 2026.
- Mount Yale Investment Advisors bought 3,901 Lam Research shares in Q1 2026, an estimated $872K.
- Lam Research made up 0.08% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #241 holding.
- Mount Yale Investment Advisors first reported a position in Lam Research in Q1 2018 and has held it in 32 quarters since.
- Mount Yale Investment Advisors's Lam Research position peaked at $9.11M in Q3 2019.
- 2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.
Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.