Stratos Wealth Partners’s Lam Research LRCX Stock Holding History

Stratos Wealth Partners’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	$23.7M	Sell	111,010 -1,505	-1%	-$337K	0.27%	70
2025 Q4	$19.3M	Buy	112,515 +984	+0.9%	+$153K	0.22%	92
2025 Q3	$14.9M	Buy	111,531 +10,280	+10%	+$1.09M	0.18%	117
2025 Q2	$9.86M	Buy	101,251 +208	+0.2%	+$16.5K	0.13%	159
2025 Q1	$7.35M	Sell	101,043 -7,660	-7%	-$603K	0.11%	190
2024 Q4	$7.85M	Buy	+108,703	New	+$8.24M	0.11%	182
2024 Q3	–	Sell	-102,080	Closed	-$10.9M	–	1490
2024 Q2	$10.9M	Buy	102,080 +6,820	+7%	+$654K	0.17%	120
2024 Q1	$9.26M	Buy	95,260 +1,750	+2%	+$154K	0.15%	144
2023 Q4	$7.32M	Buy	93,510 +2,750	+3%	+$187K	0.14%	164
2023 Q3	$5.69M	Buy	90,760 +4,110	+5%	+$270K	0.12%	178
2023 Q2	$5.57M	Buy	86,650 +4,830	+6%	+$272K	0.13%	176
2023 Q1	$4.34M	Sell	81,820 -1,650	-2%	-$81K	0.12%	182
2022 Q4	$3.51M	Sell	83,470 -9,310	-10%	-$389K	0.09%	227
2022 Q3	$3.4M	Sell	92,780 -2,990	-3%	-$133K	0.09%	215
2022 Q2	$4.08M	Buy	95,770 +3,210	+3%	+$153K	0.1%	196
2022 Q1	$4.98M	Buy	92,560 +3,020	+3%	+$176K	0.11%	190
2021 Q4	$6.44M	Buy	89,540 +4,720	+6%	+$296K	0.14%	153
2021 Q3	$4.83M	Buy	84,820 +1,230	+1%	+$74.8K	0.12%	183
2021 Q2	$5.44M	Buy	83,590 +570	+0.7%	+$36K	0.14%	169
2021 Q1	$4.94M	Buy	83,020 +6,210	+8%	+$338K	0.14%	165
2020 Q4	$3.63M	Buy	76,810 +35,420	+86%	+$1.49M	0.11%	200
2020 Q3	$1.37M	Buy	41,390 +5,420	+15%	+$187K	0.05%	319
2020 Q2	$1.16M	Sell	35,970 -2,990	-8%	-$81.5K	0.04%	352
2020 Q1	$935K	Buy	38,960 +2,940	+8%	+$84.7K	0.04%	348
2019 Q4	$1.05M	Buy	36,020 +940	+3%	+$25K	0.04%	378
2019 Q3	$811K	Hold	35,080	–	–	0.04%	426
2019 Q2	$659K	Sell	35,080 -1,670	-5%	-$31.7K	0.03%	487
2019 Q1	$658K	Sell	36,750 -2,910	-7%	-$48.6K	0.03%	472
2018 Q4	$540K	Sell	39,660 -1,700	-4%	-$24.4K	0.03%	490
2018 Q3	$627K	Sell	41,360 -4,930	-11%	-$84.2K	0.03%	463
2018 Q2	$800K	Buy	46,290 +4,910	+12%	+$94.6K	0.04%	416
2018 Q1	$841K	Buy	41,380 +1,730	+4%	+$34.3K	0.04%	403
2017 Q4	$730K	Buy	39,650 +5,860	+17%	+$115K	0.03%	420
2017 Q3	$625K	Sell	33,790 -860	-2%	-$14K	0.03%	451
2017 Q2	$490K	Buy	34,650 +6,850	+25%	+$100K	0.03%	462
2017 Q1	$357K	Buy	27,800 +5,910	+27%	+$69.5K	0.02%	519
2016 Q4	$231K	Buy	+21,890	New	+$222K	0.01%	606
2015 Q3	–	Sell	-50,040	Closed	-$407K	–	579
2015 Q2	$407K	Buy	+50,040	New	+$393K	0.05%	293

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

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

Stratos Wealth Partners reduced its Lam Research (LRCX) stake by 1.3% in Q1 2026, selling an estimated $337K and leaving 111,010 shares worth $23.7M. The position accounts for 0.27% of the portfolio, ranked #70.

Stratos Wealth Partners first reported a position in LRCX in Q2 2015 and has held it in 38 quarters since. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

Stratos Wealth Partners held 111,010 shares of Lam Research worth $23.7M as of Q1 2026.
Stratos Wealth Partners sold 1,505 Lam Research shares in Q1 2026, an estimated $337K.
Lam Research made up 0.27% of Stratos Wealth Partners's portfolio in Q1 2026, its #70 holding.
Stratos Wealth Partners first reported a position in Lam Research in Q2 2015 and has held it in 38 quarters since.
2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

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