Tounjian Advisory Partners’s Lam Research LRCX Stock Holding History

Tounjian Advisory 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	$2.59M	Sell	12,100 -748	-6%	-$167K	0.93%	26
2025 Q4	$2.2M	Buy	+12,848	New	+$2M	0.74%	41
2025 Q3	–	Sell	-11,862	Closed	-$862K	–	202
2025 Q2	$862K	Sell	11,862 -192	-2%	-$15.2K	0.17%	152
2025 Q1	$876K	Buy	+12,054	New	+$949K	0.16%	152

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

Tounjian Advisory Partners's LRCX Position: Q1 2026 in Review

Tounjian Advisory Partners reduced its Lam Research (LRCX) stake by 5.8% in Q1 2026, selling an estimated $167K and leaving 12,100 shares worth $2.59M. The position accounts for 0.93% of the portfolio, ranked #26.

Tounjian Advisory Partners first reported a position in LRCX in Q1 2025 and has held it in 4 quarters since. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

Tounjian Advisory Partners held 12,100 shares of Lam Research worth $2.59M as of Q1 2026.
Tounjian Advisory Partners sold 748 Lam Research shares in Q1 2026, an estimated $167K.
Lam Research made up 0.93% of Tounjian Advisory Partners's portfolio in Q1 2026, its #26 holding.
Tounjian Advisory Partners first reported a position in Lam Research in Q1 2025 and has held it in 4 quarters since.
2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Tounjian Advisory Partners's 13F filing for Q1 2026, filed 10 Apr 2026.