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Values First Advisors’s Lam Research LRCX Stock Holding History

Values First Advisors’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
Q2 		$3.65M Sell
8,426
-338
-4% -$103K 1.67% 9
2026
Q1 		$1.87M Buy
8,764
+228
+3% +$51K 0.98% 34
2025
Q4 		$1.46M Buy
8,536
+86
+1% +$13.4K 0.76% 42
2025
Q3 		$1.13M Sell
8,450
-385
-4% -$40.8K 0.61% 51
2025
Q2 		$860K Buy
8,835
+636
+8% +$50.4K 0.47% 61
2025
Q1 		$596K Sell
8,199
-302
-4% -$23.8K 0.35% 73
2024
Q4 		$614K Sell
8,501
-1,589
-16% -$121K 0.34% 81
2024
Q3 		$824K Sell
10,090
-1,270
-11% -$110K 0.45% 62
2024
Q2 		$1.21M Buy
11,360
+20
+0.2% +$1.92K 0.73% 46
2024
Q1 		$1.1M Buy
11,340
+1,760
+18% +$155K 0.65% 48
2023
Q4 		$750K Buy
9,580
+260
+3% +$17.7K 0.45% 72
2023
Q3 		$584K Sell
9,320
-1,250
-12% -$82.1K 0.38% 78
2023
Q2 		$680K Sell
10,570
-580
-5% -$32.7K 0.41% 76
2023
Q1 		$591K Sell
11,150
-2,050
-16% -$101K 0.38% 75
2022
Q4 		$555K Buy
13,200
+1,490
+13% +$62.3K 0.39% 73
2022
Q3 		$429K Sell
11,710
-770
-6% -$34.3K 0.31% 91
2022
Q2 		$532K Buy
12,480
+1,700
+16% +$80.9K 0.38% 81
2022
Q1 		$580K Sell
10,780
-2,750
-20% -$160K 0.37% 85
2021
Q4 		$973K Sell
13,530
-1,020
-7% -$63.9K 0.58% 61
2021
Q3 		$828K Buy
14,550
+2,260
+18% +$137K 0.54% 62
2021
Q2 		$800K Sell
12,290
-1,980
-14% -$125K 0.54% 65
2021
Q1 		$849K Buy
14,270
+280
+2% +$15.3K 0.63% 57
2020
Q4 		$661K Sell
13,990
-1,840
-12% -$77.4K 0.53% 66
2020
Q3 		$525K Sell
15,830
-1,330
-8% -$45.8K 0.48% 71
2020
Q2 		$555K Buy
17,160
+170
+1% +$4.64K 0.55% 64
2020
Q1 		$408K Sell
16,990
-1,850
-10% -$53.3K 0.49% 65
2019
Q4 		$551K Buy
+18,840
New +$500K 0.53% 61

Other funds holding LRCX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Values First Advisors's LRCX Position: Q2 2026 in Review

Values First Advisors reduced its Lam Research (LRCX) stake by 3.9% in Q2 2026, selling an estimated $103K and leaving 8,426 shares worth $3.65M. The position accounts for 1.67% of the portfolio, ranked #9.

Values First Advisors first reported a position in LRCX in Q4 2019 and has held it in 27 quarters since. 3,135 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Values First Advisors held 8,426 shares of Lam Research worth $3.65M as of Q2 2026.
  • Values First Advisors sold 338 Lam Research shares in Q2 2026, an estimated $103K.
  • Lam Research made up 1.67% of Values First Advisors's portfolio in Q2 2026, its #9 holding.
  • Values First Advisors first reported a position in Lam Research in Q4 2019 and has held it in 27 quarters since.
  • 3,135 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Values First Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.