Univest Financial’s Lam Research LRCX Stock Holding History

Univest Financial’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	$373K	Hold	1,747	–	–	0.02%	215
2025 Q4	$299K	Buy	1,747 +12	+0.7%	+$1.87K	0.02%	232
2025 Q3	$232K	Buy	+1,735	New	+$184K	0.01%	243
2022 Q2	–	Sell	-4,430	Closed	-$238K	–	109
2022 Q1	$238K	Buy	4,430 +30	+0.7%	+$1.75K	0.07%	104
2021 Q4	$317K	Buy	4,400 +230	+6%	+$14.4K	0.08%	89
2021 Q3	$237K	Buy	4,170 +70	+2%	+$4.26K	0.07%	100
2021 Q2	$267K	Buy	+4,100	New	+$259K	0.07%	97

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

Univest Financial's LRCX Position: Q1 2026 in Review

Univest Financial held its Lam Research (LRCX) position steady in Q1 2026 at 1,747 shares worth $373K. The position accounts for 0.02% of the portfolio, ranked #215.

Univest Financial first reported a position in LRCX in Q2 2021 and has held it in 7 quarters since. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

Univest Financial held 1,747 shares of Lam Research worth $373K as of Q1 2026.
Univest Financial left its Lam Research share count unchanged in Q1 2026.
Lam Research made up 0.02% of Univest Financial's portfolio in Q1 2026, its #215 holding.
Univest Financial first reported a position in Lam Research in Q2 2021 and has held it in 7 quarters since.
2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Univest Financial's 13F filing for Q1 2026, filed 1 May 2026.