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SS&H Financial Advisors’s Lam Research LRCX Stock Holding History

SS&H Financial 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 		$4.28M Sell
25,010
-650
-3% -$101K 1.25% 21
2025
Q3 		$3.44M Sell
25,660
-1,500
-6% -$159K 1.04% 26
2025
Q2 		$2.64M Sell
27,160
-1,750
-6% -$139K 0.88% 31
2025
Q1 		$2.1M Sell
28,910
-98
-0.3% -$7.72K 0.78% 36
2024
Q4 		$2.1M Buy
29,008
+898
+3% +$68.1K 0.76% 34
2024
Q3 		$2.29M Sell
28,110
-1,800
-6% -$157K 0.84% 34
2024
Q2 		$3.18M Sell
29,910
-250
-0.8% -$24K 1.24% 19
2024
Q1 		$2.93M Sell
30,160
-250
-0.8% -$22K 1.22% 21
2023
Q4 		$2.38M Sell
30,410
-500
-2% -$34.1K 1.01% 29
2023
Q3 		$1.94M Buy
+30,910
New +$2.03M 0.91% 31
2023
Q1 		$1.64M Sell
30,910
-1,000
-3% -$49.1K 0.75% 38
2022
Q4 		$1.34M Hold
31,910
– – 0.64% 48
2022
Q3 		$1.17M Sell
31,910
-2,000
-6% -$89K 0.6% 50
2022
Q2 		$1.45M Sell
33,910
-2,000
-6% -$95.2K 0.67% 44
2022
Q1 		$1.93M Buy
+35,910
New +$2.09M 0.75% 40

Other funds holding LRCX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JSC
J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return

SS&H Financial Advisors's LRCX Position: Q4 2025 in Review

SS&H Financial Advisors reduced its Lam Research (LRCX) stake by 2.5% in Q4 2025, selling an estimated $101K and leaving 25,010 shares worth $4.28M. The position accounts for 1.25% of the portfolio, ranked #21.

SS&H Financial Advisors first reported a position in LRCX in Q1 2022 and has held it in 15 quarters since. 2,386 funds tracked by Wall St. Rank hold LRCX as of Q4 2025.

  • SS&H Financial Advisors held 25,010 shares of Lam Research worth $4.28M as of Q4 2025.
  • SS&H Financial Advisors sold 650 Lam Research shares in Q4 2025, an estimated $101K.
  • Lam Research made up 1.25% of SS&H Financial Advisors's portfolio in Q4 2025, its #21 holding.
  • SS&H Financial Advisors first reported a position in Lam Research in Q1 2022 and has held it in 15 quarters since.
  • 2,386 funds tracked by Wall St. Rank held Lam Research as of Q4 2025.

Based on SS&H Financial Advisors's 13F filing for Q4 2025, filed 20 Jan 2026.