Pacific Capital Wealth Advisors’s Lam Research LRCX Stock Holding History

Pacific Capital 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
2025 Q1	–	Sell	-160	Closed	-$11.6K	–	246
2024 Q4	$11.6K	Sell	160 -30	-16%	-$2.27K	﹤0.01%	261
2024 Q3	$15.5K	Buy	190 +30	+19%	+$2.61K	﹤0.01%	260
2024 Q2	$17K	Buy	+160	New	+$15.3K	﹤0.01%	256

Other funds holding LRCX

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Pacific Capital Wealth Advisors's LRCX Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of Lam Research (LRCX) in Q1 2025, closing a stake of 160 shares — an estimated $11.6K sold.

Pacific Capital Wealth Advisors first reported a position in LRCX in Q2 2024 and held it in 3 quarters. The position peaked at $17K in Q2 2024. 1,796 funds tracked by Wall St. Rank hold LRCX as of Q1 2025.

Pacific Capital Wealth Advisors reported no remaining Lam Research position as of Q1 2025 after selling out during the quarter.
Pacific Capital Wealth Advisors sold 160 Lam Research shares in Q1 2025, an estimated $11.6K.
Pacific Capital Wealth Advisors first reported a position in Lam Research in Q2 2024 and held it in 3 quarters.
Pacific Capital Wealth Advisors's Lam Research position peaked at $17K in Q2 2024.
1,796 funds tracked by Wall St. Rank held Lam Research as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.