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Regal Investment Advisors’s Lam Research LRCX Stock Holding History

Regal 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
2026
Q1 		$2.82M Buy
13,192
+545
+4% +$122K 0.16% 150
2025
Q4 		$2.16M Sell
12,647
-663
-5% -$103K 0.13% 181
2025
Q3 		$1.78M Buy
13,310
+35
+0.3% +$3.71K 0.12% 190
2025
Q2 		$1.29M Sell
13,275
-1,180
-8% -$93.6K 0.1% 202
2025
Q1 		$1.05M Sell
14,455
-14,023
-49% -$1.1M 0.09% 213
2024
Q4 		$2.06M Sell
28,478
-1,862
-6% -$141K 0.15% 155
2024
Q3 		$2.48M Sell
30,340
-2,530
-8% -$220K 0.17% 148
2024
Q2 		$3.5M Sell
32,870
-350
-1% -$33.6K 0.23% 124
2024
Q1 		$3.23M Buy
33,220
+3,140
+10% +$276K 0.22% 126
2023
Q4 		$2.36M Buy
30,080
+10,160
+51% +$692K 0.18% 138
2023
Q3 		$1.25M Buy
19,920
+5,260
+36% +$346K 0.11% 188
2023
Q2 		$943K Buy
14,660
+1,250
+9% +$70.5K 0.08% 210
2023
Q1 		$711K Buy
13,410
+4,320
+48% +$212K 0.06% 234
2022
Q4 		$382K Sell
9,090
-70
-0.8% -$2.93K 0.04% 333
2022
Q3 		$335K Sell
9,160
-1,890
-17% -$84.1K 0.04% 339
2022
Q2 		$471K Sell
11,050
-110
-1% -$5.24K 0.05% 288
2022
Q1 		$601K Sell
11,160
-10,830
-49% -$630K 0.06% 282
2021
Q4 		$1.58M Sell
21,990
-2,620
-11% -$164K 0.14% 152
2021
Q3 		$1.4M Buy
24,610
+20
+0.1% +$1.22K 0.14% 156
2021
Q2 		$1.6M Buy
+24,590
New +$1.55M 0.16% 145
2021
Q1 		– Sell
-20,050
Closed -$947K – 258
2020
Q4 		$947K Buy
+20,050
New +$844K 0.11% 183
2020
Q3 		– Sell
-11,420
Closed -$369K – 152
2020
Q2 		$369K Buy
+11,420
New +$311K 0.07% 211

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

Regal Investment Advisors's LRCX Position: Q1 2026 in Review

Regal Investment Advisors increased its Lam Research (LRCX) stake by 4.3% in Q1 2026, buying an estimated $122K and bringing the position to 13,192 shares worth $2.82M. The position accounts for 0.16% of the portfolio, ranked #150.

Regal Investment Advisors first reported a position in LRCX in Q2 2020 and has held it in 22 quarters since. The position peaked at $3.5M in Q2 2024. 2,632 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • Regal Investment Advisors held 13,192 shares of Lam Research worth $2.82M as of Q1 2026.
  • Regal Investment Advisors bought 545 Lam Research shares in Q1 2026, an estimated $122K.
  • Lam Research made up 0.16% of Regal Investment Advisors's portfolio in Q1 2026, its #150 holding.
  • Regal Investment Advisors first reported a position in Lam Research in Q2 2020 and has held it in 22 quarters since.
  • Regal Investment Advisors's Lam Research position peaked at $3.5M in Q2 2024.
  • 2,632 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.