TCI Wealth Advisors’s Lam Research LRCX Stock Holding History

TCI 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	$512K	Buy	2,397 +1	+0%	+$224	0.03%	142
2025 Q4	$410K	Buy	2,396 +107	+5%	+$16.6K	0.02%	161
2025 Q3	$306K	Buy	2,289 +60	+3%	+$6.35K	0.02%	195
2025 Q2	$217K	Buy	+2,229	New	+$177K	0.01%	227
2024 Q3	–	Sell	-2,440	Closed	-$260K	–	245
2024 Q2	$260K	Buy	2,440 +80	+3%	+$7.67K	0.02%	188
2024 Q1	$229K	Buy	+2,360	New	+$208K	0.02%	194
2023 Q2	–	Sell	-2,050	Closed	-$109K	–	1342
2023 Q1	$109K	Buy	2,050 +380	+23%	+$18.6K	0.01%	270
2022 Q4	$70.2K	Sell	1,670 -890	-35%	-$37.2K	0.01%	326
2022 Q3	$94K	Sell	2,560 -360	-12%	-$16K	0.02%	256
2022 Q2	$125K	Buy	2,920 +1,020	+54%	+$48.6K	0.02%	218
2022 Q1	$103K	Buy	1,900 +10	+0.5%	+$582	0.02%	258
2021 Q4	$136K	Sell	1,890 -100	-5%	-$6.27K	0.02%	218
2021 Q3	$113K	Sell	1,990 -130	-6%	-$7.91K	0.02%	264
2021 Q2	$138K	Buy	2,120 +1,110	+110%	+$70.1K	0.02%	223
2021 Q1	$60K	Buy	1,010 +500	+98%	+$27.2K	0.03%	317
2020 Q4	$24K	Sell	510 -20	-4%	-$841	0.01%	461
2020 Q3	$18K	Sell	530 -1,630	-75%	-$56.2K	0.01%	472
2020 Q2	$70K	Sell	2,160 -70	-3%	-$1.91K	0.03%	260
2020 Q1	$54K	Buy	2,230 +170	+8%	+$4.89K	0.03%	290
2019 Q4	$60K	Buy	2,060 +1,580	+329%	+$42K	0.02%	343
2019 Q3	$11K	Buy	480 +100	+26%	+$2.1K	﹤0.01%	628
2019 Q2	$7K	Sell	380 -120	-24%	-$2.28K	﹤0.01%	697
2019 Q1	$9K	Hold	500	–	–	﹤0.01%	651
2018 Q4	$7K	Buy	500 +30	+6%	+$430	﹤0.01%	706
2018 Q3	$7K	Sell	470 -210	-31%	-$3.59K	﹤0.01%	713
2018 Q2	$12K	Buy	680 +160	+31%	+$3.08K	0.01%	609
2018 Q1	$11K	Buy	520 +50	+11%	+$990	0.01%	602
2017 Q4	$9K	Hold	470	–	–	﹤0.01%	658
2017 Q3	$9K	Hold	470	–	–	﹤0.01%	622
2017 Q2	$7K	Hold	470	–	–	﹤0.01%	671
2017 Q1	$6K	Hold	470	–	–	﹤0.01%	685
2016 Q4	$5K	Sell	470 -30	-6%	-$305	﹤0.01%	777
2016 Q3	$5K	Hold	500	–	–	﹤0.01%	736
2016 Q2	$4K	Hold	500	–	–	﹤0.01%	772
2016 Q1	$4K	Hold	500	–	–	﹤0.01%	772
2015 Q4	$4K	Hold	500	–	–	﹤0.01%	748
2015 Q3	$3K	Hold	500	–	–	﹤0.01%	734
2015 Q2	$4K	Buy	+500	New	+$3.93K	﹤0.01%	689
2015 Q1	–	Sell	-500	Closed	-$4K	–	927
2014 Q4	$4K	Hold	500	–	–	﹤0.01%	609
2014 Q3	$4K	Hold	500	–	–	﹤0.01%	613
2014 Q2	$3K	Hold	500	–	–	﹤0.01%	694
2014 Q1	$3K	Hold	500	–	–	﹤0.01%	655
2013 Q4	$3K	Hold	500	–	–	﹤0.01%	661
2013 Q3	$3K	Hold	500	–	–	﹤0.01%	584
2013 Q2	$2K	Buy	+500	New	+$2.26K	﹤0.01%	595

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

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

TCI Wealth Advisors increased its Lam Research (LRCX) stake by 0.04% in Q1 2026, buying an estimated $224 and bringing the position to 2,397 shares worth $512K. The position accounts for 0.03% of the portfolio, ranked #142.

TCI Wealth Advisors first reported a position in LRCX in Q2 2013 and has held it in 45 quarters since. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

TCI Wealth Advisors held 2,397 shares of Lam Research worth $512K as of Q1 2026.
TCI Wealth Advisors bought 1 Lam Research share in Q1 2026, an estimated $224.
Lam Research made up 0.03% of TCI Wealth Advisors's portfolio in Q1 2026, its #142 holding.
TCI Wealth Advisors first reported a position in Lam Research in Q2 2013 and has held it in 45 quarters since.
2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on TCI Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.