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Optimum Investment Advisors’s Lam Research LRCX Stock Holding History

Optimum Investment 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
2022
Q3 		– Sell
-3,000
Closed -$2K – 851
2022
Q2 		$2K Buy
+3,000
New +$143K ﹤0.01% 761

Other funds holding LRCX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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.