Pacific Point Advisors’s Lam Research LRCX Stock Holding History

Pacific Point 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
2026 Q1	$1.15M	Sell	5,392 -108	-2%	-$24.1K	0.61%	59
2025 Q4	$941K	Buy	5,500 +12	+0.2%	+$1.87K	0.5%	69
2025 Q3	$735K	Buy	5,488 +288	+6%	+$30.5K	0.43%	74
2025 Q2	$506K	Hold	5,200	–	–	0.27%	81
2025 Q1	$378K	Hold	5,200	–	–	0.21%	89
2024 Q4	$416K	Buy	+5,200	New	+$394K	0.25%	83

Other funds holding LRCX

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

Pacific Point Advisors's LRCX Position: Q1 2026 in Review

Pacific Point Advisors reduced its Lam Research (LRCX) stake by 2% in Q1 2026, selling an estimated $24.1K and leaving 5,392 shares worth $1.15M. The position accounts for 0.61% of the portfolio, ranked #59.

Pacific Point Advisors first reported a position in LRCX in Q4 2024 and has held it in 6 quarters since. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

Pacific Point Advisors held 5,392 shares of Lam Research worth $1.15M as of Q1 2026.
Pacific Point Advisors sold 108 Lam Research shares in Q1 2026, an estimated $24.1K.
Lam Research made up 0.61% of Pacific Point Advisors's portfolio in Q1 2026, its #59 holding.
Pacific Point Advisors first reported a position in Lam Research in Q4 2024 and has held it in 6 quarters since.
2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Pacific Point Advisors's 13F filing for Q1 2026, filed 4 May 2026.