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AFT Forsyth & Company’s Lam Research LRCX Stock Holding History

AFT Forsyth & Company’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 		$978K Sell
4,579
-225
-5% -$50.3K 0.46% 54
2025
Q4 		$822K Buy
+4,804
New +$747K 0.35% 60
2025
Q2 		– Sell
-5,403
Closed -$393K – 122
2025
Q1 		$393K Sell
5,403
-250
-4% -$19.7K 0.21% 90
2024
Q4 		$408K Buy
5,653
+3
+0.1% +$228 0.2% 90
2024
Q3 		$461K Sell
5,650
-300
-5% -$26.1K 0.23% 87
2024
Q2 		$634K Hold
5,950
– – 0.31% 68
2024
Q1 		$578K Sell
5,950
-250
-4% -$22K 0.33% 73
2023
Q4 		$486K Hold
6,200
– – 0.31% 81
2023
Q3 		$389K Buy
6,200
+600
+11% +$39.4K 0.28% 89
2023
Q2 		$360K Sell
5,600
-700
-11% -$39.5K 0.26% 98
2023
Q1 		$334K Hold
6,300
– – 0.26% 104
2022
Q4 		$265K Hold
6,300
– – 0.23% 113
2022
Q3 		$231K Hold
6,300
– – 0.21% 118
2022
Q2 		$268K Sell
6,300
-520
-8% -$24.8K 0.22% 116
2022
Q1 		$367K Buy
6,820
+900
+15% +$52.4K 0.23% 112
2021
Q4 		$426K Sell
5,920
-830
-12% -$52K 0.22% 110
2021
Q3 		$384K Buy
6,750
+1,950
+41% +$119K 0.21% 116
2021
Q2 		$312K Buy
+4,800
New +$303K 0.17% 130

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

AFT Forsyth & Company's LRCX Position: Q1 2026 in Review

AFT Forsyth & Company reduced its Lam Research (LRCX) stake by 4.7% in Q1 2026, selling an estimated $50.3K and leaving 4,579 shares worth $978K. The position accounts for 0.46% of the portfolio, ranked #54.

AFT Forsyth & Company first reported a position in LRCX in Q2 2021 and has held it in 18 quarters since. 2,631 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • AFT Forsyth & Company held 4,579 shares of Lam Research worth $978K as of Q1 2026.
  • AFT Forsyth & Company sold 225 Lam Research shares in Q1 2026, an estimated $50.3K.
  • Lam Research made up 0.46% of AFT Forsyth & Company's portfolio in Q1 2026, its #54 holding.
  • AFT Forsyth & Company first reported a position in Lam Research in Q2 2021 and has held it in 18 quarters since.
  • 2,631 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on AFT Forsyth & Company's 13F filing for Q1 2026, filed 14 May 2026.