Nicolet Advisory Services’s Lam Research LRCX Stock Holding History

Nicolet 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
2025 Q4	$1.09M	Sell	4,954 -1,029	-17%	-$160K	0.07%	131
2025 Q3	$840K	Buy	5,983 +92	+2%	+$9.74K	0.07%	152
2025 Q2	$568K	Sell	5,891 -56	-0.9%	-$4.44K	0.05%	198
2025 Q1	$395K	Buy	5,947 +1,462	+33%	+$115K	0.04%	226
2024 Q4	$335K	Sell	4,485 -40,655	-90%	-$3.08M	0.03%	269
2024 Q3	$366K	Buy	45,140 +40,670	+910%	+$3.54M	0.03%	253
2024 Q2	$504K	Buy	4,470 +30	+0.7%	+$2.88K	0.05%	192
2024 Q1	$432K	Sell	4,440 -300	-6%	-$26.4K	0.04%	208
2023 Q4	$347K	Buy	4,740 +550	+13%	+$37.5K	0.04%	220
2023 Q3	$265K	Buy	4,190 +750	+22%	+$49.3K	0.03%	246
2023 Q2	$214K	Buy	+3,440	New	+$194K	0.02%	288

Other funds holding LRCX

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

JSC

J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return

Nicolet Advisory Services's LRCX Position: Q4 2025 in Review

Nicolet Advisory Services reduced its Lam Research (LRCX) stake by 17% in Q4 2025, selling an estimated $160K and leaving 4,954 shares worth $1.09M. The position accounts for 0.07% of the portfolio, ranked #131.

Nicolet Advisory Services first reported a position in LRCX in Q2 2023 and has held it in 11 quarters since. 2,386 funds tracked by Wall St. Rank hold LRCX as of Q4 2025.

Nicolet Advisory Services held 4,954 shares of Lam Research worth $1.09M as of Q4 2025.
Nicolet Advisory Services sold 1,029 Lam Research shares in Q4 2025, an estimated $160K.
Lam Research made up 0.07% of Nicolet Advisory Services's portfolio in Q4 2025, its #131 holding.
Nicolet Advisory Services first reported a position in Lam Research in Q2 2023 and has held it in 11 quarters since.
2,386 funds tracked by Wall St. Rank held Lam Research as of Q4 2025.

Based on Nicolet Advisory Services's 13F filing for Q4 2025, filed 13 Feb 2026.