Phoenix Financial’s Lam Research LRCX Stock Holding History

Phoenix Financial’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	$938K	Sell	4,395 -698	-14%	-$156K	0.01%	237
2025 Q4	$871K	Sell	5,093 -216,607	-98%	-$33.7M	0.01%	241
2025 Q3	$29.7M	Sell	221,700 -9,646	-4%	-$1.02M	0.36%	49
2025 Q2	$22.6M	Sell	231,346 -20,131	-8%	-$1.6M	0.3%	55
2025 Q1	$18.3M	Buy	251,477 +234,574	+1,388%	+$18.5M	0.28%	65
2024 Q4	$1.22M	Buy	16,903 +13,283	+367%	+$1.01M	0.02%	212
2024 Q3	$296K	Sell	3,620 -9,960	-73%	-$866K	﹤0.01%	297
2024 Q2	$1.44M	Sell	13,580 -2,930	-18%	-$281K	0.02%	196
2024 Q1	$1.6M	Buy	16,510 +8,050	+95%	+$708K	0.02%	202
2023 Q4	$693K	Buy	+8,460	New	+$577K	0.01%	226
2021 Q4	–	Sell	-39,670	Closed	-$2.25M	–	410
2021 Q3	$2.25M	Buy	+39,670	New	+$2.41M	0.04%	194
2021 Q2	–	Sell	-34,480	Closed	-$1.98M	–	370
2021 Q1	$1.98M	Buy	+34,480	New	+$1.88M	0.04%	229
2020 Q4	–	Sell	-37,540	Closed	-$1.2M	–	401
2020 Q3	$1.2M	Buy	+37,540	New	+$1.29M	0.05%	180

Other funds holding LRCX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Phoenix Financial's LRCX Position: Q1 2026 in Review

Phoenix Financial reduced its Lam Research (LRCX) stake by 14% in Q1 2026, selling an estimated $156K and leaving 4,395 shares worth $938K. The position accounts for 0.01% of the portfolio, ranked #237.

Phoenix Financial first reported a position in LRCX in Q3 2020 and has held it in 13 quarters since. The position peaked at $29.7M in Q3 2025. 2,636 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

Phoenix Financial held 4,395 shares of Lam Research worth $938K as of Q1 2026.
Phoenix Financial sold 698 Lam Research shares in Q1 2026, an estimated $156K.
Lam Research made up 0.01% of Phoenix Financial's portfolio in Q1 2026, its #237 holding.
Phoenix Financial first reported a position in Lam Research in Q3 2020 and has held it in 13 quarters since.
Phoenix Financial's Lam Research position peaked at $29.7M in Q3 2025.
2,636 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.