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Walkner Condon Financial Advisors’s Lam Research LRCX Stock Holding History

Walkner Condon Financial 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
Q1 		$485K Sell
2,268
-54
-2% -$12.1K 0.06% 177
2025
Q4 		$397K Buy
2,322
+86
+4% +$13.4K 0.06% 205
2025
Q3 		$299K Sell
2,236
-47
-2% -$4.98K 0.05% 232
2025
Q2 		$222K Buy
+2,283
New +$181K 0.04% 258

Other funds holding LRCX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Walkner Condon Financial Advisors's LRCX Position: Q1 2026 in Review

Walkner Condon Financial Advisors reduced its Lam Research (LRCX) stake by 2.3% in Q1 2026, selling an estimated $12.1K and leaving 2,268 shares worth $485K. The position accounts for 0.06% of the portfolio, ranked #177.

Walkner Condon Financial Advisors first reported a position in LRCX in Q2 2025 and has held it in 4 quarters since. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • Walkner Condon Financial Advisors held 2,268 shares of Lam Research worth $485K as of Q1 2026.
  • Walkner Condon Financial Advisors sold 54 Lam Research shares in Q1 2026, an estimated $12.1K.
  • Lam Research made up 0.06% of Walkner Condon Financial Advisors's portfolio in Q1 2026, its #177 holding.
  • Walkner Condon Financial Advisors first reported a position in Lam Research in Q2 2025 and has held it in 4 quarters since.
  • 2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.