SGL Investment Advisors’s Lam Research LRCX Stock Holding History

SGL 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
2026 Q1	$639K	Sell	2,157 -131	-6%	-$29.3K	0.24%	82
2025 Q4	$488K	Buy	+2,288	New	+$356K	0.2%	91

Other funds holding LRCX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SGL Investment Advisors's LRCX Position: Q1 2026 in Review

SGL Investment Advisors reduced its Lam Research (LRCX) stake by 5.7% in Q1 2026, selling an estimated $29.3K and leaving 2,157 shares worth $639K. The position accounts for 0.24% of the portfolio, ranked #82.

SGL Investment Advisors first reported a position in LRCX in Q4 2025 and has held it in 2 quarters since. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

SGL Investment Advisors held 2,157 shares of Lam Research worth $639K as of Q1 2026.
SGL Investment Advisors sold 131 Lam Research shares in Q1 2026, an estimated $29.3K.
Lam Research made up 0.24% of SGL Investment Advisors's portfolio in Q1 2026, its #82 holding.
SGL Investment Advisors first reported a position in Lam Research in Q4 2025 and has held it in 2 quarters since.
2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on SGL Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.