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Strategic Investment Advisors’s Lam Research LRCX Stock Holding History

Strategic 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 		$2.4M Buy
11,220
+5,671
+102% +$1.27M 0.17% 66
2025
Q4 		$950K Sell
5,549
-1,971
-26% -$307K 0.08% 107
2025
Q3 		$1.01M Sell
7,520
-734
-9% -$77.7K 0.09% 102
2025
Q2 		$795K Buy
8,254
+1,642
+25% +$130K 0.08% 113
2025
Q1 		$481K Buy
+6,612
New +$521K 0.05% 174
2023
Q1 		– Sell
-11,800
Closed -$496K – 244
2022
Q4 		$496K Sell
11,800
-750
-6% -$31.4K 0.1% 152
2022
Q3 		$460K Sell
12,550
-5,550
-31% -$247K 0.1% 142
2022
Q2 		$771K Buy
18,100
+800
+5% +$38.1K 0.15% 104
2022
Q1 		$930K Sell
17,300
-60
-0.3% -$3.49K 0.18% 100
2021
Q4 		$1.25M Sell
17,360
-60
-0.3% -$3.76K 0.24% 73
2021
Q3 		$991K Buy
17,420
+1,480
+9% +$90K 0.22% 101
2021
Q2 		$1.04M Sell
15,940
-17,330
-52% -$1.09M 0.24% 86
2021
Q1 		$1.98M Buy
33,270
+6,780
+26% +$369K 0.51% 42
2020
Q4 		$1.25M Buy
26,490
+11,510
+77% +$484K 0.36% 59
2020
Q3 		$497K Sell
14,980
-100
-0.7% -$3.44K 0.17% 92
2020
Q2 		$488K Sell
15,080
-880
-6% -$24K 0.18% 92
2020
Q1 		$383K Sell
15,960
-640
-4% -$18.4K 0.18% 98
2019
Q4 		$485K Buy
16,600
+1,340
+9% +$35.6K 0.2% 86
2019
Q3 		$353K Buy
+15,260
New +$320K 0.17% 92

Other funds holding LRCX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

Strategic Investment Advisors increased its Lam Research (LRCX) stake by 102% in Q1 2026, buying an estimated $1.27M and bringing the position to 11,220 shares worth $2.4M. The position accounts for 0.17% of the portfolio, ranked #66.

Strategic Investment Advisors first reported a position in LRCX in Q3 2019 and has held it in 19 quarters since. 2,636 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • Strategic Investment Advisors held 11,220 shares of Lam Research worth $2.4M as of Q1 2026.
  • Strategic Investment Advisors bought 5,671 Lam Research shares in Q1 2026, an estimated $1.27M.
  • Lam Research made up 0.17% of Strategic Investment Advisors's portfolio in Q1 2026, its #66 holding.
  • Strategic Investment Advisors first reported a position in Lam Research in Q3 2019 and has held it in 19 quarters since.
  • 2,636 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Strategic Investment Advisors's 13F filing for Q1 2026, filed 18 May 2026.