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Brand Asset Management Group’s Lam Research LRCX Stock Holding History

Brand Asset Management Group’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 		$313K Sell
1,465
-275
-16% -$61.5K 0.08% 140
2025
Q4 		$298K Sell
1,740
-192
-10% -$29.9K 0.08% 129
2025
Q3 		$259K Buy
+1,932
New +$205K 0.07% 128

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

Brand Asset Management Group's LRCX Position: Q1 2026 in Review

Brand Asset Management Group reduced its Lam Research (LRCX) stake by 16% in Q1 2026, selling an estimated $61.5K and leaving 1,465 shares worth $313K. The position accounts for 0.08% of the portfolio, ranked #140.

Brand Asset Management Group first reported a position in LRCX in Q3 2025 and has held it in 3 quarters since. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • Brand Asset Management Group held 1,465 shares of Lam Research worth $313K as of Q1 2026.
  • Brand Asset Management Group sold 275 Lam Research shares in Q1 2026, an estimated $61.5K.
  • Lam Research made up 0.08% of Brand Asset Management Group's portfolio in Q1 2026, its #140 holding.
  • Brand Asset Management Group first reported a position in Lam Research in Q3 2025 and has held it in 3 quarters since.
  • 2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Brand Asset Management Group's 13F filing for Q1 2026, filed 11 May 2026.