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Bedell Frazier Investment Counselling’s Lam Research LRCX Stock Holding History

Bedell Frazier Investment Counselling’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 		$2.59M Sell
12,120
-1,290
-10% -$288K 0.52% 54
2025
Q4 		$2.3M Sell
13,410
-460
-3% -$71.5K 0.44% 58
2025
Q3 		$1.86M Buy
13,870
+1,425
+11% +$151K 0.38% 66
2025
Q2 		$1.21M Sell
12,445
-995
-7% -$78.9K 0.3% 58
2025
Q1 		$977K Sell
13,440
-370
-3% -$29.1K 0.25% 59
2024
Q4 		$997K Sell
13,810
-1,780
-11% -$135K 0.25% 58
2024
Q3 		$1.27M Buy
15,590
+1,430
+10% +$124K 0.3% 57
2024
Q2 		$1.51M Hold
14,160
– – 0.36% 56
2024
Q1 		$1.38M Sell
14,160
-830
-6% -$73K 0.34% 60
2023
Q4 		$1.17M Sell
14,990
-340
-2% -$23.2K 0.32% 54
2023
Q3 		$961K Buy
15,330
+600
+4% +$39.4K 0.29% 54
2023
Q2 		$947K Hold
14,730
– – 0.28% 55
2023
Q1 		$781K Hold
14,730
– – 0.23% 55
2022
Q4 		$619K Buy
14,730
+5,070
+52% +$212K 0.16% 68
2022
Q3 		$354K Buy
+9,660
New +$430K 0.1% 78

Other funds holding LRCX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Bedell Frazier Investment Counselling's LRCX Position: Q1 2026 in Review

Bedell Frazier Investment Counselling reduced its Lam Research (LRCX) stake by 9.6% in Q1 2026, selling an estimated $288K and leaving 12,120 shares worth $2.59M. The position accounts for 0.52% of the portfolio, ranked #54.

Bedell Frazier Investment Counselling first reported a position in LRCX in Q3 2022 and has held it in 15 quarters since. 2,636 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • Bedell Frazier Investment Counselling held 12,120 shares of Lam Research worth $2.59M as of Q1 2026.
  • Bedell Frazier Investment Counselling sold 1,290 Lam Research shares in Q1 2026, an estimated $288K.
  • Lam Research made up 0.52% of Bedell Frazier Investment Counselling's portfolio in Q1 2026, its #54 holding.
  • Bedell Frazier Investment Counselling first reported a position in Lam Research in Q3 2022 and has held it in 15 quarters since.
  • 2,636 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Bedell Frazier Investment Counselling's 13F filing for Q1 2026, filed 15 May 2026.