AtlasMark Financial’s Lam Research LRCX Stock Holding History

AtlasMark Financial’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	$2.23M	Hold	13,000	–	–	1.44%	19
2025 Q4	$2.23M	Hold	13,000	–	–	1.44%	19
2025 Q3	$1.74M	Hold	13,000	–	–	1.16%	20
2025 Q2	$1.27M	Hold	13,000	–	–	0.96%	21
2025 Q1	$945K	Hold	13,000	–	–	0.88%	21
2024 Q4	$939K	Hold	13,000	–	–	0.86%	23
2024 Q3	$1.06M	Buy	+13,000	New	+$1.13M	0.99%	21
2023 Q2	$836K	Hold	13,000	–	–	1.03%	23
2023 Q1	$689K	Buy	+13,000	New	+$638K	0.9%	23
2022 Q3	$476K	Hold	13,000	–	–	0.71%	25
2022 Q2	$554K	Hold	13,000	–	–	0.8%	23
2022 Q1	$699K	Hold	13,000	–	–	0.89%	23
2021 Q4	$935K	Hold	13,000	–	–	1.13%	22
2021 Q3	$740K	Hold	13,000	–	–	0.99%	22
2021 Q2	$846K	Hold	13,000	–	–	1.11%	22
2021 Q1	$774K	Sell	13,000 -9,120	-41%	-$497K	1.08%	22
2020 Q4	$1.04M	Hold	22,120	–	–	1.58%	19
2020 Q3	$734K	Hold	22,120	–	–	1.27%	21
2020 Q2	$715K	Hold	22,120	–	–	1.41%	20
2020 Q1	$531K	Hold	22,120	–	–	1.32%	21
2019 Q4	$647K	Hold	22,120	–	–	1.48%	19
2019 Q3	$511K	Buy	+22,120	New	+$464K	1.27%	23

Other funds holding LRCX

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AtlasMark Financial's LRCX Position: Q1 2026 in Review

AtlasMark Financial held its Lam Research (LRCX) position steady in Q1 2026 at 13,000 shares worth $2.23M. The position accounts for 1.44% of the portfolio, ranked #19.

AtlasMark Financial first reported a position in LRCX in Q3 2019 and has held it in 22 quarters since. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

AtlasMark Financial held 13,000 shares of Lam Research worth $2.23M as of Q1 2026.
AtlasMark Financial left its Lam Research share count unchanged in Q1 2026.
Lam Research made up 1.44% of AtlasMark Financial's portfolio in Q1 2026, its #19 holding.
AtlasMark Financial first reported a position in Lam Research in Q3 2019 and has held it in 22 quarters since.
2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on AtlasMark Financial's 13F filing for Q1 2026, filed 22 Apr 2026.