Safe Harbor Wealth Advisors’s Lam Research LRCX Stock Holding History

Safe Harbor 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
2025 Q4	$351K	Buy	+1,516	New	+$236K	0.34%	59

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

Safe Harbor Wealth Advisors's LRCX Position: Q4 2025 in Review

Safe Harbor Wealth Advisors opened a new position in Lam Research (LRCX) in Q4 2025: 1,516 shares worth $351K. The stake represents 0.34% of the portfolio and ranks #59 among its holdings.

2,390 funds tracked by Wall St. Rank hold LRCX as of Q4 2025.

Safe Harbor Wealth Advisors held 1,516 shares of Lam Research worth $351K as of Q4 2025.
Lam Research was a new Safe Harbor Wealth Advisors position in Q4 2025.
Lam Research made up 0.34% of Safe Harbor Wealth Advisors's portfolio in Q4 2025, its #59 holding.
2,390 funds tracked by Wall St. Rank held Lam Research as of Q4 2025.

Based on Safe Harbor Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.