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Stiles Financial Services’s Lam Research LRCX Stock Holding History

Stiles Financial Services’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 		$10.9M Sell
51,136
-397
-0.8% -$88.8K 3.34% 2
2025
Q4 		$8.82M Sell
51,533
-1,962
-4% -$305K 2.72% 5
2025
Q3 		$7.16M Buy
53,495
+1,373
+3% +$145K 2.26% 8
2025
Q2 		$5.07M Buy
52,122
+2,456
+5% +$195K 1.75% 7
2025
Q1 		$3.61M Buy
49,666
+2,096
+4% +$165K 1.39% 15
2024
Q4 		$3.44M Buy
47,570
+3,990
+9% +$303K 1.24% 19
2024
Q3 		$3.56M Buy
43,580
+4,610
+12% +$401K 1.26% 19
2024
Q2 		$4.16M Sell
38,970
-840
-2% -$80.6K 1.6% 11
2024
Q1 		$3.88M Buy
39,810
+1,090
+3% +$95.9K 1.55% 13
2023
Q4 		$3.04M Buy
38,720
+3,040
+9% +$207K 1.38% 15
2023
Q3 		$2.24M Buy
35,680
+6,960
+24% +$457K 1.16% 20
2023
Q2 		$1.85M Buy
28,720
+7,510
+35% +$423K 0.92% 29
2023
Q1 		$1.12M Buy
21,210
+6,700
+46% +$329K 0.6% 55
2022
Q4 		$610K Buy
+14,510
New +$607K 0.35% 84

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

Stiles Financial Services's LRCX Position: Q1 2026 in Review

Stiles Financial Services reduced its Lam Research (LRCX) stake by 0.77% in Q1 2026, selling an estimated $88.8K and leaving 51,136 shares worth $10.9M. The position accounts for 3.34% of the portfolio, ranked #2.

Stiles Financial Services first reported a position in LRCX in Q4 2022 and has held it in 14 quarters since. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • Stiles Financial Services held 51,136 shares of Lam Research worth $10.9M as of Q1 2026.
  • Stiles Financial Services sold 397 Lam Research shares in Q1 2026, an estimated $88.8K.
  • Lam Research made up 3.34% of Stiles Financial Services's portfolio in Q1 2026, its #2 holding.
  • Stiles Financial Services first reported a position in Lam Research in Q4 2022 and has held it in 14 quarters since.
  • 2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Stiles Financial Services's 13F filing for Q1 2026, filed 30 Apr 2026.