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Waverly Advisors’s Lam Research LRCX Stock Holding History

Waverly 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 		$6.16M Buy
28,820
+5,617
+24% +$1.26M 0.05% 358
2025
Q4 		$3.97M Buy
23,203
+14,597
+170% +$2.27M 0.03% 421
2025
Q3 		$1.15M Buy
8,606
+1,157
+16% +$123K 0.01% 606
2025
Q2 		$725K Sell
7,449
-484
-6% -$38.4K 0.01% 699
2025
Q1 		$577K Buy
7,933
+680
+9% +$53.5K 0.01% 734
2024
Q4 		$524K Buy
7,253
+1,633
+29% +$124K 0.01% 672
2024
Q3 		$459K Sell
5,620
-3,650
-39% -$317K 0.01% 604
2024
Q2 		$987K Buy
9,270
+230
+3% +$22.1K 0.02% 435
2024
Q1 		$878K Buy
9,040
+3,500
+63% +$308K 0.02% 389
2023
Q4 		$434K Buy
5,540
+350
+7% +$23.9K 0.02% 316
2023
Q3 		$325K Buy
+5,190
New +$341K 0.01% 312
2015
Q4 		– Sell
-3,430
Closed -$22K – 279
2015
Q3 		$22K Buy
+3,430
New +$25.1K 0.02% 253

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

Waverly Advisors's LRCX Position: Q1 2026 in Review

Waverly Advisors increased its Lam Research (LRCX) stake by 24% in Q1 2026, buying an estimated $1.26M and bringing the position to 28,820 shares worth $6.16M. The position accounts for 0.05% of the portfolio, ranked #358.

Waverly Advisors first reported a position in LRCX in Q3 2015 and has held it in 12 quarters since. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • Waverly Advisors held 28,820 shares of Lam Research worth $6.16M as of Q1 2026.
  • Waverly Advisors bought 5,617 Lam Research shares in Q1 2026, an estimated $1.26M.
  • Lam Research made up 0.05% of Waverly Advisors's portfolio in Q1 2026, its #358 holding.
  • Waverly Advisors first reported a position in Lam Research in Q3 2015 and has held it in 12 quarters since.
  • 2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.