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Aware Super’s Lam Research LRCX Stock Holding History

Aware Super’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 		$60M Buy
+280,695
New +$62.8M 0.91% 17
2025
Q3 		$62.3M Sell
465,301
-7,789
-2% -$825K 0.86% 16
2025
Q2 		$46.1M Buy
473,090
+25,984
+6% +$2.06M 0.68% 32
2025
Q1 		$32.5M Buy
447,106
+4,456
+1% +$351K 0.55% 46
2024
Q4 		$32M Buy
+442,650
New +$33.6M 0.51% 49
2023
Q4 		$72.1M Buy
+4,210,030
New +$287M 0.96% 15

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

Aware Super's LRCX Position: Q1 2026 in Review

Aware Super opened a new position in Lam Research (LRCX) in Q1 2026: 280,695 shares worth $60M. The stake represents 0.91% of the portfolio and ranks #17 among its holdings. This is a return to the name: Aware Super previously reported a position in LRCX as recently as Q3 2025.

Aware Super first reported a position in LRCX in Q4 2023 and has held it in 6 quarters since. The position peaked at $72.1M in Q4 2023. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • Aware Super held 280,695 shares of Lam Research worth $60M as of Q1 2026.
  • Lam Research was a new Aware Super position in Q1 2026.
  • Lam Research made up 0.91% of Aware Super's portfolio in Q1 2026, its #17 holding.
  • Aware Super first reported a position in Lam Research in Q4 2023 and has held it in 6 quarters since.
  • Aware Super's Lam Research position peaked at $72.1M in Q4 2023.
  • 2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Aware Super's 13F filing for Q1 2026, filed 5 May 2026.