SFG
LRCX icon

Synergy Financial Group’s Lam Research LRCX Stock Holding History

Synergy Financial Group’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 		$251K Sell
1,174
-56
-5% -$12.5K 0.19% 104
2025
Q4 		$211K Buy
+1,230
New +$191K 0.15% 109
2022
Q1 		– Sell
-3,380
Closed -$243K – 99
2021
Q4 		$243K Buy
+3,380
New +$212K 0.22% 95

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

Synergy Financial Group's LRCX Position: Q1 2026 in Review

Synergy Financial Group reduced its Lam Research (LRCX) stake by 4.6% in Q1 2026, selling an estimated $12.5K and leaving 1,174 shares worth $251K. The position accounts for 0.19% of the portfolio, ranked #104.

Synergy Financial Group first reported a position in LRCX in Q4 2021 and has held it in 3 quarters since. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • Synergy Financial Group held 1,174 shares of Lam Research worth $251K as of Q1 2026.
  • Synergy Financial Group sold 56 Lam Research shares in Q1 2026, an estimated $12.5K.
  • Lam Research made up 0.19% of Synergy Financial Group's portfolio in Q1 2026, its #104 holding.
  • Synergy Financial Group first reported a position in Lam Research in Q4 2021 and has held it in 3 quarters since.
  • 2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Synergy Financial Group's 13F filing for Q1 2026, filed 15 May 2026.