Beacon Capital Management LLC (Tennessee)’s Lam Research LRCX Stock Holding History

Beacon Capital Management LLC (Tennessee)’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	$210K	Sell	981 -935	-49%	-$209K	0.04%	157
2025 Q4	$328K	Sell	1,916 -249	-12%	-$38.7K	0.05%	112
2025 Q3	$290K	Buy	2,165 +1,172	+118%	+$124K	0.04%	106
2025 Q2	$96.7K	Buy	993 +20	+2%	+$1.59K	0.01%	218
2025 Q1	$70.7K	Buy	973 +3	+0.3%	+$236	0.01%	255
2024 Q4	$70.1K	Hold	970	–	–	0.01%	245
2024 Q3	$79.2K	Buy	970 +100	+11%	+$8.69K	0.01%	234
2024 Q2	$92.6K	Hold	870	–	–	0.02%	183
2024 Q1	$84.5K	Buy	870 +20	+2%	+$1.76K	0.02%	192
2023 Q4	$53.3K	Hold	850	–	–	0.02%	215
2023 Q3	$54.6K	Hold	850	–	–	0.01%	230
2023 Q2	$54.6K	Buy	850 +100	+13%	+$5.64K	0.01%	230
2023 Q1	$39.8K	Hold	750	–	–	0.01%	257
2022 Q4	$31.5K	Hold	750	–	–	0.01%	296
2022 Q3	$32K	Buy	+750	New	+$33.4K	0.01%	277

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

Beacon Capital Management LLC (Tennessee)'s LRCX Position: Q1 2026 in Review

Beacon Capital Management LLC (Tennessee) reduced its Lam Research (LRCX) stake by 49% in Q1 2026, selling an estimated $209K and leaving 981 shares worth $210K. The position accounts for 0.04% of the portfolio, ranked #157.

Beacon Capital Management LLC (Tennessee) first reported a position in LRCX in Q3 2022 and has held it in 15 quarters since. The position peaked at $328K in Q4 2025. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

Beacon Capital Management LLC (Tennessee) held 981 shares of Lam Research worth $210K as of Q1 2026.
Beacon Capital Management LLC (Tennessee) sold 935 Lam Research shares in Q1 2026, an estimated $209K.
Lam Research made up 0.04% of Beacon Capital Management LLC (Tennessee)'s portfolio in Q1 2026, its #157 holding.
Beacon Capital Management LLC (Tennessee) first reported a position in Lam Research in Q3 2022 and has held it in 15 quarters since.
Beacon Capital Management LLC (Tennessee)'s Lam Research position peaked at $328K in Q4 2025.
2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q1 2026, filed 11 May 2026.