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Seven Mile Advisory’s Lam Research LRCX Stock Holding History

Seven Mile Advisory’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 		$613K Sell
2,869
-1,453
-34% -$325K 0.44% 41
2025
Q4 		$740K Sell
4,322
-824
-16% -$128K 0.13% 86
2025
Q3 		$689K Buy
5,146
+1,628
+46% +$172K 0.11% 96
2025
Q2 		$342K Sell
3,518
-556
-14% -$44.1K 0.21% 102
2025
Q1 		$296K Buy
4,074
+483
+13% +$38K 0.2% 111
2024
Q4 		$259K Sell
3,591
-239
-6% -$18.1K 0.17% 119
2024
Q3 		$313K Buy
3,830
+230
+6% +$20K 0.21% 98
2024
Q2 		$383K Buy
3,600
+110
+3% +$10.6K 0.28% 71
2024
Q1 		$339K Sell
3,490
-20
-0.6% -$1.76K 0.26% 86
2023
Q4 		$275K Buy
+3,510
New +$239K 0.24% 99

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

Seven Mile Advisory's LRCX Position: Q1 2026 in Review

Seven Mile Advisory reduced its Lam Research (LRCX) stake by 34% in Q1 2026, selling an estimated $325K and leaving 2,869 shares worth $613K. The position accounts for 0.44% of the portfolio, ranked #41.

Seven Mile Advisory first reported a position in LRCX in Q4 2023 and has held it in 10 quarters since. The position peaked at $740K in Q4 2025. 2,631 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • Seven Mile Advisory held 2,869 shares of Lam Research worth $613K as of Q1 2026.
  • Seven Mile Advisory sold 1,453 Lam Research shares in Q1 2026, an estimated $325K.
  • Lam Research made up 0.44% of Seven Mile Advisory's portfolio in Q1 2026, its #41 holding.
  • Seven Mile Advisory first reported a position in Lam Research in Q4 2023 and has held it in 10 quarters since.
  • Seven Mile Advisory's Lam Research position peaked at $740K in Q4 2025.
  • 2,631 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Seven Mile Advisory's 13F filing for Q1 2026, filed 14 Apr 2026.