TSG Advice Partners’s Lam Research LRCX Stock Holding History

TSG Advice 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	$446K	Buy	2,086 +79	+4%	+$17.7K	0.07%	85
2025 Q4	$343K	Buy	+2,007	New	+$312K	0.05%	86

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

TSG Advice Partners's LRCX Position: Q1 2026 in Review

TSG Advice Partners increased its Lam Research (LRCX) stake by 3.9% in Q1 2026, buying an estimated $17.7K and bringing the position to 2,086 shares worth $446K. The position accounts for 0.07% of the portfolio, ranked #85.

TSG Advice Partners first reported a position in LRCX in Q4 2025 and has held it in 2 quarters since. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

TSG Advice Partners held 2,086 shares of Lam Research worth $446K as of Q1 2026.
TSG Advice Partners bought 79 Lam Research shares in Q1 2026, an estimated $17.7K.
Lam Research made up 0.07% of TSG Advice Partners's portfolio in Q1 2026, its #85 holding.
TSG Advice Partners first reported a position in Lam Research in Q4 2025 and has held it in 2 quarters since.
2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on TSG Advice Partners's 13F filing for Q1 2026, filed 24 Apr 2026.