1832 Asset Management’s Lam Research LRCX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $28M | Sell |
130,879
-1,007,744
| -89% | -$225M | 0.03% | 277 |
|
|
2025
Q4 | $195M | Sell |
1,138,623
-299,453
| -21% | -$46.6M | 0.15% | 104 |
|
|
2025
Q3 | $193M | Buy |
1,438,076
+1,118,858
| +350% | +$118M | 0.15% | 82 |
|
|
2025
Q2 | $31.1M | Buy |
319,218
+271,901
| +575% | +$21.6M | 0.02% | 241 |
|
|
2025
Q1 | $3.44M | Sell |
47,317
-4,397
| -9% | -$346K | ﹤0.01% | 408 |
|
|
2024
Q4 | $3.74M | Buy |
+51,714
| New | +$3.92M | ﹤0.01% | 399 |
|
|
2024
Q3 | – | Sell |
-49,870
| Closed | -$5.31M | – | 803 |
|
|
2024
Q2 | $5.31M | Sell |
49,870
-28,340
| -36% | -$2.72M | ﹤0.01% | 379 |
|
|
2024
Q1 | $7.6M | Sell |
78,210
-1,245,900
| -94% | -$110M | ﹤0.01% | 351 |
|
|
2023
Q4 | $104M | Buy |
1,324,110
+1,218,110
| +1,149% | +$83M | 0.15% | 116 |
|
|
2023
Q3 | $6.64M | Sell |
106,000
-840,170
| -89% | -$55.2M | 0.01% | 371 |
|
|
2023
Q2 | $60.8M | Sell |
946,170
-885,270
| -48% | -$49.9M | 0.07% | 162 |
|
|
2023
Q1 | $97.1M | Sell |
1,831,440
-166,560
| -8% | -$8.17M | 0.14% | 108 |
|
|
2022
Q4 | $84M | Sell |
1,998,000
-1,786,700
| -47% | -$74.7M | 0.14% | 129 |
|
|
2022
Q3 | $139M | Buy |
3,784,700
+2,320,450
| +158% | +$103M | 0.26% | 77 |
|
|
2022
Q2 | $62.4M | Buy |
1,464,250
+24,780
| +2% | +$1.18M | 0.11% | 163 |
|
|
2022
Q1 | $76.3M | Sell |
1,439,470
-2,706,170
| -65% | -$158M | 0.11% | 163 |
|
|
2021
Q4 | $301M | Buy |
4,145,640
+2,888,080
| +230% | +$181M | 0.53% | 51 |
|
|
2021
Q3 | $71.8M | Sell |
1,257,560
-516,730
| -29% | -$31.4M | 0.13% | 135 |
|
|
2021
Q2 | $115M | Sell |
1,774,290
-32,110
| -2% | -$2.03M | 0.22% | 116 |
|
|
2021
Q1 | $104M | Sell |
1,806,400
-8,000
| -0.4% | -$436K | 0.22% | 111 |
|
|
2020
Q4 | $88.2M | Buy |
1,814,400
+450,000
| +33% | +$18.9M | 0.21% | 118 |
|
|
2020
Q3 | $46.4M | Buy |
1,364,400
+346,200
| +34% | +$11.9M | 0.12% | 150 |
|
|
2020
Q2 | $31.7M | Buy |
1,018,200
+510,180
| +100% | +$13.9M | 0.1% | 156 |
|
|
2020
Q1 | $13M | Buy |
508,020
+495,630
| +4,000% | +$14.3M | 0.05% | 207 |
|
|
2019
Q4 | $308K | Buy |
+12,390
| New | +$329K | ﹤0.01% | 499 |
|
|
2018
Q4 | – | Sell |
-900,000
| Closed | -$13.7M | – | 687 |
|
|
2018
Q3 | $13.7M | Buy |
900,000
+881,000
| +4,637% | +$15M | 0.04% | 209 |
|
|
2018
Q2 | $328K | Buy |
+19,000
| New | +$366K | ﹤0.01% | 459 |
|
|
2017
Q4 | – | Sell |
-9,560
| Closed | -$172K | – | 716 |
|
|
2017
Q3 | $172K | Sell |
9,560
-1,320,440
| -99% | -$21.4M | ﹤0.01% | 534 |
|
|
2017
Q2 | $18.8M | Sell |
1,330,000
-1,374,000
| -51% | -$20.1M | 0.09% | 197 |
|
|
2017
Q1 | $34.8M | Sell |
2,704,000
-3,663,360
| -58% | -$43.1M | 0.12% | 157 |
|
|
2016
Q4 | $63.2M | Buy |
6,367,360
+3,221,360
| +102% | +$32.7M | 0.11% | 186 |
|
|
2016
Q3 | $29.8M | Buy |
3,146,000
+10,000
| +0.3% | +$91K | 0.11% | 170 |
|
|
2016
Q2 | $26.5M | Hold |
3,136,000
| – | – | 0.1% | 169 |
|
|
2016
Q1 | $43.4M | Buy |
3,136,000
+12,000
| +0.4% | +$87.3K | 0.11% | 163 |
|
|
2015
Q4 | $25.1M | Buy |
+3,124,000
| New | +$23.5M | 0.11% | 163 |
|
|
2015
Q2 | – | Sell |
-1,569,000
| Closed | -$11M | – | 695 |
|
|
2015
Q1 | $11M | Buy |
+1,569,000
| New | +$12.4M | 0.04% | 221 |
|
Other funds holding LRCX
VCM
VPM
1832 Asset Management's LRCX Position: Q1 2026 in Review
1832 Asset Management reduced its Lam Research (LRCX) stake by 89% in Q1 2026, selling an estimated $225M and leaving 130,879 shares worth $28M. The position accounts for 0.03% of the portfolio, ranked #277.
1832 Asset Management first reported a position in LRCX in Q1 2015 and has held it in 36 quarters since. The position peaked at $301M in Q4 2021. 2,631 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.
- 1832 Asset Management held 130,879 shares of Lam Research worth $28M as of Q1 2026.
- 1832 Asset Management sold 1,007,744 Lam Research shares in Q1 2026, an estimated $225M.
- Lam Research made up 0.03% of 1832 Asset Management's portfolio in Q1 2026, its #277 holding.
- 1832 Asset Management first reported a position in Lam Research in Q1 2015 and has held it in 36 quarters since.
- 1832 Asset Management's Lam Research position peaked at $301M in Q4 2021.
- 2,631 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.
Based on 1832 Asset Management's 13F filing for Q1 2026, filed 14 May 2026.