United Advisor Group’s Lam Research LRCX Stock Holding History

United Advisor 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	$561K	Buy	2,627 +649	+33%	+$145K	0.07%	259
2025 Q4	$339K	Buy	+1,978	New	+$308K	0.04%	351

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

United Advisor Group's LRCX Position: Q1 2026 in Review

United Advisor Group increased its Lam Research (LRCX) stake by 33% in Q1 2026, buying an estimated $145K and bringing the position to 2,627 shares worth $561K. The position accounts for 0.07% of the portfolio, ranked #259.

United Advisor Group 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.

United Advisor Group held 2,627 shares of Lam Research worth $561K as of Q1 2026.
United Advisor Group bought 649 Lam Research shares in Q1 2026, an estimated $145K.
Lam Research made up 0.07% of United Advisor Group's portfolio in Q1 2026, its #259 holding.
United Advisor Group 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 United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.