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Bowen Hanes & Co’s Lam Research LRCX Stock Holding History

Bowen Hanes & Co’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 		$427K Sell
2,000
-650
-25% -$145K 0.01% 130
2025
Q4 		$454K Hold
2,650
– – 0.01% 132
2025
Q3 		$355K Buy
+2,650
New +$281K 0.01% 134

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

Bowen Hanes & Co's LRCX Position: Q1 2026 in Review

Bowen Hanes & Co reduced its Lam Research (LRCX) stake by 25% in Q1 2026, selling an estimated $145K and leaving 2,000 shares worth $427K. The position accounts for 0.01% of the portfolio, ranked #130.

Bowen Hanes & Co first reported a position in LRCX in Q3 2025 and has held it in 3 quarters since. The position peaked at $454K in Q4 2025. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • Bowen Hanes & Co held 2,000 shares of Lam Research worth $427K as of Q1 2026.
  • Bowen Hanes & Co sold 650 Lam Research shares in Q1 2026, an estimated $145K.
  • Lam Research made up 0.01% of Bowen Hanes & Co's portfolio in Q1 2026, its #130 holding.
  • Bowen Hanes & Co first reported a position in Lam Research in Q3 2025 and has held it in 3 quarters since.
  • Bowen Hanes & Co's Lam Research position peaked at $454K in Q4 2025.
  • 2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Bowen Hanes & Co's 13F filing for Q1 2026, filed 14 May 2026.