Tyler-Stone Wealth Management’s Lam Research LRCX Stock Holding History

Tyler-Stone Wealth Management’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
2025 Q2	$431K	Sell	4,432 -3,148	-42%	-$250K	0.07%	208
2025 Q1	$551K	Sell	7,580 -3,720	-33%	-$293K	0.1%	179
2024 Q4	$816K	Sell	11,300 -1,320	-10%	-$100K	0.15%	128
2024 Q3	$1.03M	Buy	12,620 +6,310	+100%	+$549K	0.19%	99
2024 Q2	$672K	Hold	6,310	–	–	0.28%	74
2024 Q1	$613K	Sell	6,310 -300	-5%	-$26.4K	0.27%	79
2023 Q4	$518K	Sell	6,610 -1,530	-19%	-$104K	0.26%	78
2023 Q3	$510K	Hold	8,140	–	–	0.29%	71
2023 Q2	$523K	Buy	+8,140	New	+$459K	0.3%	72
2022 Q4	$393K	Hold	9,340	–	–	0.27%	80
2022 Q3	$342K	Hold	9,340	–	–	0.26%	84
2022 Q2	$398K	Buy	9,340 +250	+3%	+$11.9K	0.27%	76
2022 Q1	$489K	Buy	9,090 +20	+0.2%	+$1.16K	0.27%	80
2021 Q4	$652K	Buy	+9,070	New	+$569K	0.34%	60

Other funds holding LRCX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Tyler-Stone Wealth Management's LRCX Position: Q2 2025 in Review

Tyler-Stone Wealth Management reduced its Lam Research (LRCX) stake by 42% in Q2 2025, selling an estimated $250K and leaving 4,432 shares worth $431K. The position accounts for 0.07% of the portfolio, ranked #208.

Tyler-Stone Wealth Management first reported a position in LRCX in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.03M in Q3 2024. 1,878 funds tracked by Wall St. Rank hold LRCX as of Q2 2025.

Tyler-Stone Wealth Management held 4,432 shares of Lam Research worth $431K as of Q2 2025.
Tyler-Stone Wealth Management sold 3,148 Lam Research shares in Q2 2025, an estimated $250K.
Lam Research made up 0.07% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #208 holding.
Tyler-Stone Wealth Management first reported a position in Lam Research in Q4 2021 and has held it in 14 quarters since.
Tyler-Stone Wealth Management's Lam Research position peaked at $1.03M in Q3 2024.
1,878 funds tracked by Wall St. Rank held Lam Research as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.