Optimum 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.3M | Hold |
9,700
| – | – | 0.52% | 38 |
|
|
2025
Q2 | $944K | Buy |
9,700
+450
| +5% | +$35.7K | 0.41% | 54 |
|
|
2025
Q1 | $672K | Sell |
9,250
-30
| -0.3% | -$2.36K | 0.32% | 71 |
|
|
2024
Q4 | $670K | Hold |
9,280
| – | – | 0.3% | 67 |
|
|
2024
Q3 | $757K | Sell |
9,280
-100
| -1% | -$8.69K | 0.33% | 66 |
|
|
2024
Q2 | $999K | Buy |
9,380
+130
| +1% | +$12.5K | 0.45% | 46 |
|
|
2024
Q1 | $899K | Hold |
9,250
| – | – | 0.41% | 58 |
|
|
2023
Q4 | $725K | Sell |
9,250
-100
| -1% | -$6.82K | 0.36% | 66 |
|
|
2023
Q3 | $586K | Sell |
9,350
-100
| -1% | -$6.57K | 0.3% | 82 |
|
|
2023
Q2 | $608K | Sell |
9,450
-50
| -0.5% | -$2.82K | 0.3% | 81 |
|
|
2023
Q1 | $504K | Sell |
9,500
-10
| -0.1% | -$491 | 0.26% | 94 |
|
|
2022
Q4 | $400K | Sell |
9,510
-3,000
| -24% | -$125K | 0.22% | 110 |
|
|
2022
Q3 | $458K | Buy |
12,510
+10
| +0.1% | +$445 | 0.25% | 95 |
|
|
2022
Q2 | $533K | Sell |
12,500
-2,000
| -14% | -$95.2K | 0.27% | 87 |
|
|
2022
Q1 | $780K | Buy |
14,500
+500
| +4% | +$29.1K | 0.33% | 67 |
|
|
2021
Q4 | $1.01M | Sell |
14,000
-300
| -2% | -$18.8K | 0.39% | 52 |
|
|
2021
Q3 | $814K | Sell |
14,300
-2,200
| -13% | -$134K | 0.34% | 67 |
|
|
2021
Q2 | $1.07M | Sell |
16,500
-1,250
| -7% | -$78.9K | 0.34% | 63 |
|
|
2021
Q1 | $1.06M | Sell |
17,750
-8,000
| -31% | -$436K | 0.31% | 70 |
|
|
2020
Q4 | $1.22M | Sell |
25,750
-1,800
| -7% | -$75.7K | 0.37% | 58 |
|
|
2020
Q3 | $914K | Hold |
27,550
| – | – | 0.31% | 73 |
|
|
2020
Q2 | $891K | Sell |
27,550
-50
| -0.2% | -$1.36K | 0.31% | 74 |
|
|
2020
Q1 | $662K | Sell |
27,600
-3,000
| -10% | -$86.4K | 0.27% | 82 |
|
|
2019
Q4 | $895K | Sell |
30,600
-12,000
| -28% | -$319K | 0.27% | 98 |
|
|
2019
Q3 | $985K | Sell |
42,600
-6,000
| -12% | -$126K | 0.31% | 84 |
|
|
2019
Q2 | $913K | Hold |
48,600
| – | – | 0.3% | 85 |
|
|
2019
Q1 | $870K | Sell |
48,600
-1,000
| -2% | -$16.7K | 0.29% | 83 |
|
|
2018
Q4 | $675K | Sell |
49,600
-14,250
| -22% | -$204K | 0.23% | 112 |
|
|
2018
Q3 | $969K | Sell |
63,850
-7,550
| -11% | -$129K | 0.27% | 96 |
|
|
2018
Q2 | $1.23M | Buy |
71,400
+7,400
| +12% | +$143K | 0.36% | 72 |
|
|
2018
Q1 | $1.3M | Buy |
64,000
+13,550
| +27% | +$268K | 0.38% | 67 |
|
|
2017
Q4 | $929K | Buy |
50,450
+6,000
| +13% | +$118K | 0.3% | 98 |
|
|
2017
Q3 | $823K | Buy |
44,450
+1,500
| +3% | +$24.3K | 0.28% | 107 |
|
|
2017
Q2 | $607K | Buy |
42,950
+4,500
| +12% | +$66K | 0.21% | 141 |
|
|
2017
Q1 | $494K | Hold |
38,450
| – | – | 0.18% | 157 |
|
|
2016
Q4 | $407K | Hold |
38,450
| – | – | 0.15% | 182 |
|
|
2016
Q3 | $364K | Buy |
38,450
+3,500
| +10% | +$31.8K | 0.14% | 195 |
|
|
2016
Q2 | $294K | Buy |
34,950
+6,000
| +21% | +$48.2K | 0.11% | 210 |
|
|
2016
Q1 | $239K | Hold |
28,950
| – | – | 0.09% | 226 |
|
|
2015
Q4 | $230K | Buy |
+28,950
| New | +$218K | 0.09% | 241 |
|
|
2015
Q1 | $243K | Hold |
34,650
| – | – | 0.08% | 257 |
|
|
2014
Q4 | $275K | Hold |
34,650
| – | – | 0.09% | 218 |
|
|
2014
Q3 | $259K | Sell |
34,650
-200
| -0.6% | -$1.43K | 0.09% | 214 |
|
|
2014
Q2 | $235K | Buy |
34,850
+200
| +0.6% | +$1.2K | 0.08% | 237 |
|
|
2014
Q1 | $191K | Sell |
34,650
-6,000
| -15% | -$31.9K | 0.07% | 228 |
|
|
2013
Q4 | $221K | Buy |
40,650
+4,000
| +11% | +$21K | 0.08% | 203 |
|
|
2013
Q3 | $188K | Buy |
+36,650
| New | +$179K | 0.08% | 205 |
|
Other funds holding LRCX
Optimum Investment Advisors's LRCX Position: Q3 2025 in Review
Optimum Investment Advisors held its Lam Research (LRCX) position steady in Q3 2025 at 9,700 shares worth $1.3M. The position accounts for 0.52% of the portfolio, ranked #38.
Optimum Investment Advisors first reported a position in LRCX in Q3 2013 and has held it in 47 quarters since. The position peaked at $1.3M in Q1 2018. 2,108 funds tracked by Wall St. Rank hold LRCX as of Q3 2025.
- Optimum Investment Advisors held 9,700 shares of Lam Research worth $1.3M as of Q3 2025.
- Optimum Investment Advisors left its Lam Research share count unchanged in Q3 2025.
- Lam Research made up 0.52% of Optimum Investment Advisors's portfolio in Q3 2025, its #38 holding.
- Optimum Investment Advisors first reported a position in Lam Research in Q3 2013 and has held it in 47 quarters since.
- Optimum Investment Advisors's Lam Research position peaked at $1.3M in Q1 2018.
- 2,108 funds tracked by Wall St. Rank held Lam Research as of Q3 2025.
Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.