United Capital Financial Advisors’s Lam Research LRCX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $16.2M | Sell |
75,763
-605
| -0.8% | -$135K | 0.1% | 166 |
|
|
2025
Q4 | $13.1M | Buy |
76,368
+1,498
| +2% | +$233K | 0.08% | 197 |
|
|
2025
Q3 | $10M | Buy |
74,870
+95
| +0.1% | +$10.1K | 0.07% | 211 |
|
|
2025
Q2 | $7.28M | Sell |
74,775
-4,364
| -6% | -$346K | 0.06% | 240 |
|
|
2025
Q1 | $5.75M | Buy |
79,139
+5,959
| +8% | +$469K | 0.05% | 257 |
|
|
2024
Q4 | $5.29M | Buy |
73,180
+1,290
| +2% | +$97.8K | 0.04% | 253 |
|
|
2024
Q3 | $5.87M | Sell |
71,890
-1,390
| -2% | -$121K | 0.05% | 241 |
|
|
2024
Q2 | $7.8M | Sell |
73,280
-1,660
| -2% | -$159K | 0.07% | 206 |
|
|
2024
Q1 | $7.28M | Sell |
74,940
-14,430
| -16% | -$1.27M | 0.06% | 217 |
|
|
2023
Q4 | $7M | Sell |
89,370
-32,660
| -27% | -$2.23M | 0.06% | 239 |
|
|
2023
Q3 | $7.65M | Sell |
122,030
-9,320
| -7% | -$612K | 0.05% | 254 |
|
|
2023
Q2 | $8.44M | Sell |
131,350
-7,280
| -5% | -$410K | 0.05% | 259 |
|
|
2023
Q1 | $7.35M | Sell |
138,630
-5,330
| -4% | -$262K | 0.04% | 279 |
|
|
2022
Q4 | $6.05M | Sell |
143,960
-39,830
| -22% | -$1.67M | 0.03% | 305 |
|
|
2022
Q3 | $6.73M | Sell |
183,790
-10,780
| -6% | -$480K | 0.04% | 288 |
|
|
2022
Q2 | $8.29M | Buy |
194,570
+1,760
| +0.9% | +$83.8K | 0.05% | 278 |
|
|
2022
Q1 | $10.4M | Sell |
192,810
-47,020
| -20% | -$2.74M | 0.05% | 273 |
|
|
2021
Q4 | $17.2M | Sell |
239,830
-6,900
| -3% | -$433K | 0.08% | 219 |
|
|
2021
Q3 | $14M | Buy |
246,730
+15,990
| +7% | +$973K | 0.07% | 235 |
|
|
2021
Q2 | $15M | Buy |
230,740
+4,240
| +2% | +$268K | 0.08% | 225 |
|
|
2021
Q1 | $13.5M | Buy |
226,500
+20,400
| +10% | +$1.11M | 0.07% | 228 |
|
|
2020
Q4 | $9.73M | Buy |
206,100
+32,480
| +19% | +$1.37M | 0.06% | 259 |
|
|
2020
Q3 | $5.76M | Buy |
173,620
+44,970
| +35% | +$1.55M | 0.04% | 320 |
|
|
2020
Q2 | $4.16M | Buy |
128,650
+33,250
| +35% | +$907K | 0.03% | 391 |
|
|
2020
Q1 | $2.29M | Sell |
95,400
-30,820
| -24% | -$887K | 0.02% | 469 |
|
|
2019
Q4 | $3.69M | Buy |
126,220
+14,960
| +13% | +$397K | 0.02% | 476 |
|
|
2019
Q3 | $2.57M | Sell |
111,260
-11,520
| -9% | -$242K | 0.02% | 535 |
|
|
2019
Q2 | $2.31M | Buy |
122,780
+4,820
| +4% | +$91.4K | 0.02% | 581 |
|
|
2019
Q1 | $2.07M | Buy |
117,960
+52,500
| +80% | +$876K | 0.01% | 582 |
|
|
2018
Q4 | $891K | Sell |
65,460
-628,160
| -91% | -$9M | 0.01% | 743 |
|
|
2018
Q3 | $10.5M | Buy |
693,620
+65,280
| +10% | +$1.11M | 0.07% | 294 |
|
|
2018
Q2 | $10.9M | Buy |
628,340
+281,820
| +81% | +$5.43M | 0.08% | 285 |
|
|
2018
Q1 | $7.04M | Buy |
346,520
+209,900
| +154% | +$4.16M | 0.05% | 354 |
|
|
2017
Q4 | $2.52M | Sell |
136,620
-60,660
| -31% | -$1.19M | 0.02% | 539 |
|
|
2017
Q3 | $3.65M | Buy |
197,280
+56,680
| +40% | +$920K | 0.03% | 443 |
|
|
2017
Q2 | $1.99M | Sell |
140,600
-20,400
| -13% | -$299K | 0.02% | 580 |
|
|
2017
Q1 | $2.07M | Buy |
161,000
+7,330
| +5% | +$86.2K | 0.02% | 559 |
|
|
2016
Q4 | $1.63M | Sell |
153,670
-12,020
| -7% | -$122K | 0.02% | 612 |
|
|
2016
Q3 | $1.57M | Sell |
165,690
-8,880
| -5% | -$80.8K | 0.02% | 650 |
|
|
2016
Q2 | $1.47M | Buy |
174,570
+9,190
| +6% | +$73.8K | 0.01% | 626 |
|
|
2016
Q1 | $1.37M | Buy |
165,380
+4,180
| +3% | +$30.4K | 0.02% | 625 |
|
|
2015
Q4 | $1.28M | Buy |
161,200
+29,530
| +22% | +$222K | 0.01% | 636 |
|
|
2015
Q3 | $860K | Buy |
+131,670
| New | +$965K | 0.01% | 733 |
|
Other funds holding LRCX
VCM
VPM
United Capital Financial Advisors's LRCX Position: Q1 2026 in Review
United Capital Financial Advisors reduced its Lam Research (LRCX) stake by 0.79% in Q1 2026, selling an estimated $135K and leaving 75,763 shares worth $16.2M. The position accounts for 0.1% of the portfolio, ranked #166.
United Capital Financial Advisors first reported a position in LRCX in Q3 2015 and has held it in 43 quarters since. The position peaked at $17.2M in Q4 2021. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.
- United Capital Financial Advisors held 75,763 shares of Lam Research worth $16.2M as of Q1 2026.
- United Capital Financial Advisors sold 605 Lam Research shares in Q1 2026, an estimated $135K.
- Lam Research made up 0.1% of United Capital Financial Advisors's portfolio in Q1 2026, its #166 holding.
- United Capital Financial Advisors first reported a position in Lam Research in Q3 2015 and has held it in 43 quarters since.
- United Capital Financial Advisors's Lam Research position peaked at $17.2M in Q4 2021.
- 2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.
Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.