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Stratos Wealth Advisors’s Lam Research LRCX Stock Holding History

Stratos Wealth 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 		$299K Buy
1,397
+1
+0.1% +$224 0.02% 477
2025
Q4 		$239K Buy
+1,396
New +$217K 0.01% 582
2024
Q3 		– Sell
-5,290
Closed -$564K – 750
2024
Q2 		$564K Sell
5,290
-920
-15% -$88.2K 0.03% 442
2024
Q1 		$604K Sell
6,210
-1,880
-23% -$165K 0.04% 421
2023
Q4 		$634K Sell
8,090
-320
-4% -$21.8K 0.04% 417
2023
Q3 		$528K Sell
8,410
-100
-1% -$6.57K 0.03% 422
2023
Q2 		$547K Buy
+8,510
New +$480K 0.04% 419
2022
Q4 		– Sell
-5,840
Closed -$214K – 574
2022
Q3 		$214K Buy
5,840
+310
+6% +$13.8K 0.02% 470
2022
Q2 		$236K Sell
5,530
-1,800
-25% -$85.7K 0.02% 460
2022
Q1 		$394K Buy
7,330
+2,240
+44% +$130K 0.03% 415
2021
Q4 		$366K Sell
5,090
-50
-1% -$3.13K 0.03% 432
2021
Q3 		$293K Sell
5,140
-3,110
-38% -$189K 0.03% 432
2021
Q2 		$537K Buy
8,250
+3,590
+77% +$227K 0.05% 349
2021
Q1 		$277K Buy
+4,660
New +$254K 0.03% 410

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

Stratos Wealth Advisors's LRCX Position: Q1 2026 in Review

Stratos Wealth Advisors increased its Lam Research (LRCX) stake by 0.07% in Q1 2026, buying an estimated $224 and bringing the position to 1,397 shares worth $299K. The position accounts for 0.02% of the portfolio, ranked #477.

Stratos Wealth Advisors first reported a position in LRCX in Q1 2021 and has held it in 14 quarters since. The position peaked at $634K in Q4 2023. 2,632 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • Stratos Wealth Advisors held 1,397 shares of Lam Research worth $299K as of Q1 2026.
  • Stratos Wealth Advisors bought 1 Lam Research share in Q1 2026, an estimated $224.
  • Lam Research made up 0.02% of Stratos Wealth Advisors's portfolio in Q1 2026, its #477 holding.
  • Stratos Wealth Advisors first reported a position in Lam Research in Q1 2021 and has held it in 14 quarters since.
  • Stratos Wealth Advisors's Lam Research position peaked at $634K in Q4 2023.
  • 2,632 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Stratos Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.