Baker Avenue Asset Management’s Lam Research LRCX Stock Holding History

Baker Avenue Asset 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	$34.3M	Sell	160,754 -16,221	-9%	-$3.63M	0.78%	30
2025 Q4	$30.3M	Sell	176,975 -22,912	-11%	-$3.56M	0.7%	31
2025 Q3	$26.8M	Sell	199,887 -4,862	-2%	-$515K	0.64%	35
2025 Q2	$19.9M	Sell	204,749 -4,557	-2%	-$361K	0.57%	48
2025 Q1	$15.2M	Buy	209,306 +4,687	+2%	+$369K	0.48%	56
2024 Q4	$14.8M	Buy	204,619 +2,939	+1%	+$223K	0.45%	52
2024 Q3	$16.5M	Sell	201,680 -4,160	-2%	-$362K	0.52%	44
2024 Q2	$21.9M	Sell	205,840 -5,770	-3%	-$553K	0.75%	32
2024 Q1	$20.6M	Buy	211,610 +26,820	+15%	+$2.36M	0.81%	33
2023 Q4	$14.5M	Sell	184,790 -13,530	-7%	-$922K	0.64%	42
2023 Q3	$12.4M	Sell	198,320 -3,350	-2%	-$220K	0.62%	40
2023 Q2	$13M	Buy	201,670 +6,710	+3%	+$378K	0.65%	40
2023 Q1	$10.3M	Sell	194,960 -8,450	-4%	-$415K	0.56%	49
2022 Q4	$8.55M	Buy	203,410 +11,140	+6%	+$466K	0.51%	54
2022 Q3	$7.04M	Buy	192,270 +2,210	+1%	+$98.4K	0.44%	63
2022 Q2	$8.1M	Buy	190,060 +62,230	+49%	+$2.96M	0.53%	53
2022 Q1	$6.87M	Buy	127,830 +1,470	+1%	+$85.6K	0.35%	77
2021 Q4	$9.09M	Buy	126,360 +4,480	+4%	+$281K	0.45%	60
2021 Q3	$6.94M	Buy	121,880 +3,010	+3%	+$183K	0.4%	69
2021 Q2	$7.74M	Buy	118,870 +1,030	+0.9%	+$65K	0.44%	58
2021 Q1	$7.01M	Sell	117,840 -9,600	-8%	-$523K	0.43%	60
2020 Q4	$6.02M	Sell	127,440 -9,790	-7%	-$412K	0.41%	61
2020 Q3	$4.55M	Sell	137,230 -10,310	-7%	-$355K	0.35%	63
2020 Q2	$4.77M	Buy	147,540 +137,390	+1,354%	+$3.75M	0.39%	59
2020 Q1	$243K	Buy	10,150 +260	+3%	+$7.49K	0.03%	172
2019 Q4	$289K	Buy	+9,890	New	+$263K	0.02%	226
2015 Q3	–	Sell	-40,000	Closed	-$325K	–	223
2015 Q2	$325K	Buy	+40,000	New	+$314K	0.04%	190
2014 Q1	–	Sell	-466,850	Closed	-$2.54M	–	239
2013 Q4	$2.54M	Buy	466,850 +3,950	+0.9%	+$20.8K	0.49%	56
2013 Q3	$2.37M	Sell	462,900 -31,570	-6%	-$154K	0.5%	66
2013 Q2	$2.19M	Buy	+494,470	New	+$2.24M	0.54%	64

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

Baker Avenue Asset Management's LRCX Position: Q1 2026 in Review

Baker Avenue Asset Management reduced its Lam Research (LRCX) stake by 9.2% in Q1 2026, selling an estimated $3.63M and leaving 160,754 shares worth $34.3M. The position accounts for 0.78% of the portfolio, ranked #30.

Baker Avenue Asset Management first reported a position in LRCX in Q2 2013 and has held it in 30 quarters since. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

Baker Avenue Asset Management held 160,754 shares of Lam Research worth $34.3M as of Q1 2026.
Baker Avenue Asset Management sold 16,221 Lam Research shares in Q1 2026, an estimated $3.63M.
Lam Research made up 0.78% of Baker Avenue Asset Management's portfolio in Q1 2026, its #30 holding.
Baker Avenue Asset Management first reported a position in Lam Research in Q2 2013 and has held it in 30 quarters since.
2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Baker Avenue Asset Management's 13F filing for Q1 2026, filed 12 May 2026.