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Banque Cantonale Vaudoise’s Lam Research LRCX Stock Holding History

Banque Cantonale Vaudoise’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 		$14.8M Buy
69,320
+24,535
+55% +$5.49M 0.56% 28
2025
Q4 		$7.67M Sell
44,785
-6,656
-13% -$1.04M 0.27% 57
2025
Q3 		$6.89M Sell
51,441
-1,273
-2% -$135K 0.26% 69
2025
Q2 		$5.13M Sell
52,714
-4,114
-7% -$326K 0.21% 92
2025
Q1 		$4.13M Buy
+56,828
New +$4.48M 0.18% 108
2024
Q3 		$6.08M Sell
74,500
-10,760
-13% -$936K 0.25% 85
2024
Q2 		$9.08M Buy
85,260
+910
+1% +$87.3K 0.36% 44
2024
Q1 		$8.2M Sell
84,350
-14,520
-15% -$1.28M 0.32% 54
2023
Q4 		$7.74M Buy
98,870
+31,580
+47% +$2.15M 0.34% 53
2023
Q3 		$4.22M Buy
67,290
+2,010
+3% +$132K 0.21% 85
2023
Q2 		$4.2M Buy
65,280
+11,890
+22% +$670K 0.2% 99
2023
Q1 		$2.83M Sell
53,390
-9,430
-15% -$463K 0.14% 140
2022
Q4 		$2.64M Buy
62,820
+17,330
+38% +$725K 0.14% 152
2022
Q3 		$1.67M Hold
45,490
– – 0.09% 206
2022
Q2 		$1.94M Sell
45,490
-13,050
-22% -$621K 0.1% 187
2022
Q1 		$3.15M Buy
58,540
+950
+2% +$55.3K 0.14% 141
2021
Q4 		$4.14M Sell
57,590
-3,310
-5% -$207K 0.16% 126
2021
Q3 		$3.47M Sell
60,900
-24,000
-28% -$1.46M 0.15% 126
2021
Q2 		$5.53M Buy
84,900
+6,460
+8% +$408K 0.25% 79
2021
Q1 		$4.67M Buy
78,440
+12,000
+18% +$654K 0.24% 86
2020
Q4 		$3.14M Sell
66,440
-12,180
-15% -$512K 0.17% 120
2020
Q3 		$2.61M Sell
78,620
-23,000
-23% -$792K 0.17% 123
2020
Q2 		$3.29M Buy
101,620
+5,020
+5% +$137K 0.24% 85
2020
Q1 		$2.32M Hold
96,600
– – 0.2% 104
2019
Q4 		$2.83M Buy
+96,600
New +$2.57M 0.19% 110

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

Banque Cantonale Vaudoise's LRCX Position: Q1 2026 in Review

Banque Cantonale Vaudoise increased its Lam Research (LRCX) stake by 55% in Q1 2026, buying an estimated $5.49M and bringing the position to 69,320 shares worth $14.8M. The position accounts for 0.56% of the portfolio, ranked #28.

Banque Cantonale Vaudoise first reported a position in LRCX in Q4 2019 and has held it in 25 quarters since. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • Banque Cantonale Vaudoise held 69,320 shares of Lam Research worth $14.8M as of Q1 2026.
  • Banque Cantonale Vaudoise bought 24,535 Lam Research shares in Q1 2026, an estimated $5.49M.
  • Lam Research made up 0.56% of Banque Cantonale Vaudoise's portfolio in Q1 2026, its #28 holding.
  • Banque Cantonale Vaudoise first reported a position in Lam Research in Q4 2019 and has held it in 25 quarters since.
  • 2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Banque Cantonale Vaudoise's 13F filing for Q1 2026, filed 20 Apr 2026.