WBI Investments’s Lam Research LRCX Stock Holding History

WBI Investments’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
2025 Q4	–	Sell	-21,051	Closed	-$2.82M	–	356
2025 Q3	$2.82M	Buy	21,051 +11,226	+114%	+$1.19M	0.72%	21
2025 Q2	$956K	Sell	9,825 -17,076	-63%	-$1.35M	0.25%	116
2025 Q1	$1.96M	Buy	26,901 +9,697	+56%	+$764K	0.52%	56
2024 Q4	$1.24M	Buy	+17,204	New	+$1.3M	0.31%	97
2024 Q3	–	Sell	-51,080	Closed	-$5.44M	–	252
2024 Q2	$5.44M	Buy	51,080 +48,620	+1,976%	+$4.66M	1.32%	16
2024 Q1	$239K	Buy	+2,460	New	+$216K	0.05%	184
2023 Q3	–	Sell	-84,100	Closed	-$5.41M	–	214
2023 Q2	$5.41M	Buy	+84,100	New	+$4.74M	0.98%	20
2022 Q1	–	Sell	-116,920	Closed	-$8.22M	–	210
2021 Q4	$8.22M	Buy	+116,920	New	+$7.33M	1.32%	12
2016 Q4	–	Sell	-413,720	Closed	-$3.92M	–	349
2016 Q3	$3.92M	Buy	+413,720	New	+$3.76M	0.15%	97

Other funds holding LRCX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

JSC

J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return

WBI Investments's LRCX Position: Q4 2025 in Review

WBI Investments sold out of Lam Research (LRCX) in Q4 2025, closing a stake of 21,051 shares — an estimated $2.82M sold.

WBI Investments first reported a position in LRCX in Q3 2016 and held it in 9 quarters. The position peaked at $8.22M in Q4 2021. 2,387 funds tracked by Wall St. Rank hold LRCX as of Q4 2025.

WBI Investments reported no remaining Lam Research position as of Q4 2025 after selling out during the quarter.
WBI Investments sold 21,051 Lam Research shares in Q4 2025, an estimated $2.82M.
WBI Investments first reported a position in Lam Research in Q3 2016 and held it in 9 quarters.
WBI Investments's Lam Research position peaked at $8.22M in Q4 2021.
2,387 funds tracked by Wall St. Rank held Lam Research as of Q4 2025.

Based on WBI Investments's 13F filing for Q4 2025, filed 13 Feb 2026.