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Badgley Phelps Wealth Managers’s Lam Research LRCX Stock Holding History

Badgley Phelps Wealth Managers’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 		$47.4M Sell
221,434
-83,100
-27% -$18.6M 0.94% 29
2025
Q4 		$52.2M Buy
304,534
+96,598
+46% +$15M 0.96% 27
2025
Q3 		$27.9M Sell
207,936
-9,102
-4% -$964K 0.59% 44
2025
Q2 		$21.2M Sell
217,038
-4,388
-2% -$348K 0.47% 57
2025
Q1 		$16.1M Sell
221,426
-13,577
-6% -$1.07M 0.39% 72
2024
Q4 		$17M Sell
235,003
-22,867
-9% -$1.73M 0.4% 68
2024
Q3 		$21.1M Sell
257,870
-77,490
-23% -$6.74M 0.49% 61
2024
Q2 		$35.8M Sell
335,360
-2,640
-0.8% -$253K 0.89% 30
2024
Q1 		$32.9M Buy
338,000
+4,030
+1% +$355K 0.82% 32
2023
Q4 		$26.2M Buy
333,970
+24,130
+8% +$1.64M 0.71% 45
2023
Q3 		$19.4M Buy
309,840
+6,800
+2% +$447K 0.66% 51
2023
Q2 		$19.5M Buy
303,040
+4,520
+2% +$255K 0.64% 51
2023
Q1 		$15.8M Buy
298,520
+3,770
+1% +$185K 0.58% 60
2022
Q4 		$12.4M Sell
294,750
-184,620
-39% -$7.72M 0.5% 71
2022
Q3 		$17.5M Buy
479,370
+4,700
+1% +$209K 0.75% 42
2022
Q2 		$20.2M Sell
474,670
-8,530
-2% -$406K 0.83% 38
2022
Q1 		$26M Sell
483,200
-6,150
-1% -$358K 0.9% 30
2021
Q4 		$35.2M Buy
489,350
+12,940
+3% +$811K 1.14% 25
2021
Q3 		$27.1M Buy
+476,410
New +$29M 0.98% 32

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

Badgley Phelps Wealth Managers's LRCX Position: Q1 2026 in Review

Badgley Phelps Wealth Managers reduced its Lam Research (LRCX) stake by 27% in Q1 2026, selling an estimated $18.6M and leaving 221,434 shares worth $47.4M. The position accounts for 0.94% of the portfolio, ranked #29.

Badgley Phelps Wealth Managers first reported a position in LRCX in Q3 2021 and has held it in 19 quarters since. The position peaked at $52.2M in Q4 2025. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • Badgley Phelps Wealth Managers held 221,434 shares of Lam Research worth $47.4M as of Q1 2026.
  • Badgley Phelps Wealth Managers sold 83,100 Lam Research shares in Q1 2026, an estimated $18.6M.
  • Lam Research made up 0.94% of Badgley Phelps Wealth Managers's portfolio in Q1 2026, its #29 holding.
  • Badgley Phelps Wealth Managers first reported a position in Lam Research in Q3 2021 and has held it in 19 quarters since.
  • Badgley Phelps Wealth Managers's Lam Research position peaked at $52.2M in Q4 2025.
  • 2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q1 2026, filed 15 Apr 2026.