SF
LRCX icon

Symphony Financial’s Lam Research LRCX Stock Holding History

Symphony Financial’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 		$780K Sell
3,773
-2,736
-42% -$612K 0.1% 132
2025
Q4 		$1.12M Buy
6,509
+2,620
+67% +$407K 0.15% 103
2025
Q3 		$517K Sell
3,889
-209
-5% -$22.1K 0.06% 161
2025
Q2 		$385K Buy
+4,098
New +$325K 0.05% 181
2025
Q1 		– Sell
-2,995
Closed -$244K – 163
2024
Q4 		$244K Sell
2,995
-755
-20% -$57.3K 0.04% 197
2024
Q3 		$309K Sell
3,750
-720
-16% -$62.6K 0.05% 183
2024
Q2 		$473K Buy
4,470
+1,510
+51% +$145K 0.09% 138
2024
Q1 		$287K Sell
2,960
-5,090
-63% -$448K 0.07% 153
2023
Q4 		$607K Buy
8,050
+360
+5% +$24.5K 0.13% 120
2023
Q3 		$478K Sell
7,690
-90
-1% -$5.91K 0.12% 110
2023
Q2 		$491K Buy
+7,780
New +$439K 0.12% 120
2022
Q2 		– Sell
-7,100
Closed -$357K – 197
2022
Q1 		$357K Buy
7,100
+1,790
+34% +$104K 0.08% 155
2021
Q4 		$385K Buy
5,310
+660
+14% +$41.4K 0.11% 125
2021
Q3 		$264K Buy
4,650
+440
+10% +$26.8K 0.09% 151
2021
Q2 		$272K Sell
4,210
-3,750
-47% -$237K 0.09% 145
2021
Q1 		$519K Buy
+7,960
New +$434K 0.14% 107

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

Symphony Financial's LRCX Position: Q1 2026 in Review

Symphony Financial reduced its Lam Research (LRCX) stake by 42% in Q1 2026, selling an estimated $612K and leaving 3,773 shares worth $780K. The position accounts for 0.1% of the portfolio, ranked #132.

Symphony Financial first reported a position in LRCX in Q1 2021 and has held it in 16 quarters since. The position peaked at $1.12M in Q4 2025. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • Symphony Financial held 3,773 shares of Lam Research worth $780K as of Q1 2026.
  • Symphony Financial sold 2,736 Lam Research shares in Q1 2026, an estimated $612K.
  • Lam Research made up 0.1% of Symphony Financial's portfolio in Q1 2026, its #132 holding.
  • Symphony Financial first reported a position in Lam Research in Q1 2021 and has held it in 16 quarters since.
  • Symphony Financial's Lam Research position peaked at $1.12M in Q4 2025.
  • 2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Symphony Financial's 13F filing for Q1 2026, filed 1 May 2026.