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Peak Financial Advisors’s Lam Research LRCX Stock Holding History

Peak Financial 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 		– Sell
-3,996
Closed -$684K – 85
2025
Q4 		$684K Buy
+3,996
New +$622K 0.31% 48
2024
Q4 		– Sell
-35,870
Closed -$2.93M – 82
2024
Q3 		$2.93M Buy
35,870
+6,130
+21% +$533K 1.51% 31
2024
Q2 		$3.17M Buy
29,740
+360
+1% +$34.5K 1.82% 13
2024
Q1 		$2.85M Sell
29,380
-3,310
-10% -$291K 1.74% 23
2023
Q4 		$2.56M Buy
+32,690
New +$2.23M 1.71% 21

Other funds holding LRCX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Peak Financial Advisors's LRCX Position: Q1 2026 in Review

Peak Financial Advisors sold out of Lam Research (LRCX) in Q1 2026, closing a stake of 3,996 shares — an estimated $684K sold.

Peak Financial Advisors first reported a position in LRCX in Q4 2023 and held it in 5 quarters. The position peaked at $3.17M in Q2 2024. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • Peak Financial Advisors reported no remaining Lam Research position as of Q1 2026 after selling out during the quarter.
  • Peak Financial Advisors sold 3,996 Lam Research shares in Q1 2026, an estimated $684K.
  • Peak Financial Advisors first reported a position in Lam Research in Q4 2023 and held it in 5 quarters.
  • Peak Financial Advisors's Lam Research position peaked at $3.17M in Q2 2024.
  • 2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Peak Financial Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.