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Avanda Investment Management’s Lam Research LRCX Stock Holding History

Avanda Investment Management’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 		$1.52M Buy
7,100
+2,400
+51% +$537K 2.4% 14
2025
Q4 		$805K Buy
4,700
+1,300
+38% +$202K 0.8% 19
2025
Q3 		$455K Buy
+3,400
New +$360K 0.36% 22

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

Avanda Investment Management's LRCX Position: Q1 2026 in Review

Avanda Investment Management increased its Lam Research (LRCX) stake by 51% in Q1 2026, buying an estimated $537K and bringing the position to 7,100 shares worth $1.52M. The position accounts for 2.4% of the portfolio, ranked #14.

Avanda Investment Management first reported a position in LRCX in Q3 2025 and has held it in 3 quarters since. 2,632 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • Avanda Investment Management held 7,100 shares of Lam Research worth $1.52M as of Q1 2026.
  • Avanda Investment Management bought 2,400 Lam Research shares in Q1 2026, an estimated $537K.
  • Lam Research made up 2.4% of Avanda Investment Management's portfolio in Q1 2026, its #14 holding.
  • Avanda Investment Management first reported a position in Lam Research in Q3 2025 and has held it in 3 quarters since.
  • 2,632 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Avanda Investment Management's 13F filing for Q1 2026, filed 5 May 2026.