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Invera Wealth Advisors, LLC → LRCX

Invera Wealth Advisors, LLC LRCX Position History

Lam Research Corporation • Technology

Quarters held
7
Latest value
$3.5M
Q3 2026
Peak value
$4.7M
First seen
Q1 2025

Dollar value over time

Show data table
PeriodPosition value
Q1 2025$1.7M
Q2 2025$2.2M
Q3 2025$3M
Q4 2025$3.4M
Q1 2026$4M
Q2 2026$4.7M
Q3 2026$3.5M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$3.5M10.6K——
Q2 2026$4.7M11.0K——
Q1 2026$4M18.9K——
Q4 2025$3.4M20.0K——
Q3 2025$3M22.1K——
Q2 2025$2.2M23.0K——
Q1 2025$1.7M23.4K——

Other funds holding LRCX

Other Invera Wealth Advisors, LLC positions

ETHA

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$7.6M
ETHA

ISHARES TR

$7.5M
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ETHA

ISHARES TR

$7.1M
ETHA

ISHARES TR

$7M
ETHA

ISHARES TR

$7M
MSFT

MICROSOFT CORP

$6.9M