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Schechter Investment Advisors’s Lam Research LRCX Stock Holding History

Schechter 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
2025
Q1 		$687K Sell
9,444
-833
-8% -$65.6K 0.06% 298
2024
Q4 		$742K Sell
10,277
-1,153
-10% -$87.5K 0.06% 294
2024
Q3 		$933K Sell
11,430
-2,790
-20% -$243K 0.07% 263
2024
Q2 		$1.51M Sell
14,220
-380
-3% -$36.4K 0.11% 170
2024
Q1 		$1.42M Sell
14,600
-1,530
-9% -$135K 0.11% 183
2023
Q4 		$1.26M Sell
16,130
-660
-4% -$45K 0.11% 183
2023
Q3 		$1.05M Sell
16,790
-2,460
-13% -$162K 0.1% 213
2023
Q2 		$1.24M Sell
19,250
-50
-0.3% -$2.82K 0.11% 208
2023
Q1 		$1.02M Sell
19,300
-60
-0.3% -$2.94K 0.09% 248
2022
Q4 		$814K Buy
19,360
+5,340
+38% +$223K 0.07% 358
2022
Q3 		$513K Sell
14,020
-4,860
-26% -$216K 0.05% 501
2022
Q2 		$805K Buy
18,880
+3,500
+23% +$167K 0.08% 358
2022
Q1 		$827K Sell
15,380
-1,110
-7% -$64.6K 0.08% 376
2021
Q4 		$1.19M Buy
+16,490
New +$1.03M 0.11% 250

Other funds holding LRCX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Schechter Investment Advisors's LRCX Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Lam Research (LRCX) stake by 8.1% in Q1 2025, selling an estimated $65.6K and leaving 9,444 shares worth $687K. The position accounts for 0.06% of the portfolio, ranked #298.

Schechter Investment Advisors first reported a position in LRCX in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.51M in Q2 2024. 1,796 funds tracked by Wall St. Rank hold LRCX as of Q1 2025.

  • Schechter Investment Advisors held 9,444 shares of Lam Research worth $687K as of Q1 2025.
  • Schechter Investment Advisors sold 833 Lam Research shares in Q1 2025, an estimated $65.6K.
  • Lam Research made up 0.06% of Schechter Investment Advisors's portfolio in Q1 2025, its #298 holding.
  • Schechter Investment Advisors first reported a position in Lam Research in Q4 2021 and has held it in 14 quarters since.
  • Schechter Investment Advisors's Lam Research position peaked at $1.51M in Q2 2024.
  • 1,796 funds tracked by Wall St. Rank held Lam Research as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.