Roberts Capital Advisors’s Lam Research LRCX Stock Holding History

Roberts Capital 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 Q4	–	Sell	-7,115	Closed	-$953K	–	36
2025 Q3	$953K	Sell	7,115 -7,115	-50%	-$753K	1.06%	26
2025 Q2	$1.39M	Hold	14,230	–	–	1.03%	22
2025 Q1	$1.03M	Hold	14,230	–	–	0.91%	26
2024 Q4	$1.03M	Hold	14,230	–	–	0.86%	27
2024 Q3	$1.16M	Hold	14,230	–	–	0.99%	21
2024 Q2	$1.38M	Hold	14,230	–	–	1.33%	15
2024 Q1	$1.38M	Buy	+14,230	New	+$1.25M	1.33%	15
2022 Q3	$559K	Hold	15,260	–	–	0.81%	37
2022 Q2	$650K	Hold	15,260	–	–	0.89%	35
2022 Q1	$820K	Hold	15,260	–	–	0.85%	36
2021 Q4	$1.1M	Buy	+15,260	New	+$957K	1.02%	20

Other funds holding LRCX

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Roberts Capital Advisors's LRCX Position: Q4 2025 in Review

Roberts Capital Advisors sold out of Lam Research (LRCX) in Q4 2025, closing a stake of 7,115 shares — an estimated $953K sold.

Roberts Capital Advisors first reported a position in LRCX in Q4 2021 and held it in 11 quarters. The position peaked at $1.39M in Q2 2025. 2,393 funds tracked by Wall St. Rank hold LRCX as of Q4 2025.

Roberts Capital Advisors reported no remaining Lam Research position as of Q4 2025 after selling out during the quarter.
Roberts Capital Advisors sold 7,115 Lam Research shares in Q4 2025, an estimated $953K.
Roberts Capital Advisors first reported a position in Lam Research in Q4 2021 and held it in 11 quarters.
Roberts Capital Advisors's Lam Research position peaked at $1.39M in Q2 2025.
2,393 funds tracked by Wall St. Rank held Lam Research as of Q4 2025.

Based on Roberts Capital Advisors's 13F filing for Q4 2025.