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Roberts Wealth Advisors’s Lam Research LRCX Stock Holding History

Roberts Wealth 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 		$347K Sell
1,626
-19
-1% -$4.25K 0.09% 92
2025
Q4 		$282K Buy
1,645
+25
+2% +$3.89K 0.07% 94
2025
Q3 		$217K Buy
+1,620
New +$172K 0.06% 95

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

Roberts Wealth Advisors's LRCX Position: Q1 2026 in Review

Roberts Wealth Advisors reduced its Lam Research (LRCX) stake by 1.2% in Q1 2026, selling an estimated $4.25K and leaving 1,626 shares worth $347K. The position accounts for 0.09% of the portfolio, ranked #92.

Roberts Wealth Advisors first reported a position in LRCX in Q3 2025 and has held it in 3 quarters since. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • Roberts Wealth Advisors held 1,626 shares of Lam Research worth $347K as of Q1 2026.
  • Roberts Wealth Advisors sold 19 Lam Research shares in Q1 2026, an estimated $4.25K.
  • Lam Research made up 0.09% of Roberts Wealth Advisors's portfolio in Q1 2026, its #92 holding.
  • Roberts Wealth Advisors first reported a position in Lam Research in Q3 2025 and has held it in 3 quarters since.
  • 2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Roberts Wealth Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.