BC
LRCX icon

Bridgefront Capital’s Lam Research LRCX Stock Holding History

Bridgefront Capital’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 		$297K Sell
1,392
-634
-31% -$142K 0.07% 394
2025
Q4 		$347K Sell
2,026
-30,921
-94% -$4.81M 0.09% 345
2025
Q3 		$4.41M Buy
32,947
+19,419
+144% +$2.06M 1.3% 1
2025
Q2 		$1.32M Buy
13,528
+4,850
+56% +$385K 0.35% 56
2025
Q1 		$631K Buy
8,678
+4,644
+115% +$366K 0.18% 188
2024
Q4 		$291K Buy
+4,034
New +$306K 0.1% 369

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

Bridgefront Capital's LRCX Position: Q1 2026 in Review

Bridgefront Capital reduced its Lam Research (LRCX) stake by 31% in Q1 2026, selling an estimated $142K and leaving 1,392 shares worth $297K. The position accounts for 0.07% of the portfolio, ranked #394.

Bridgefront Capital first reported a position in LRCX in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.41M in Q3 2025. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • Bridgefront Capital held 1,392 shares of Lam Research worth $297K as of Q1 2026.
  • Bridgefront Capital sold 634 Lam Research shares in Q1 2026, an estimated $142K.
  • Lam Research made up 0.07% of Bridgefront Capital's portfolio in Q1 2026, its #394 holding.
  • Bridgefront Capital first reported a position in Lam Research in Q4 2024 and has held it in 6 quarters since.
  • Bridgefront Capital's Lam Research position peaked at $4.41M in Q3 2025.
  • 2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Bridgefront Capital's 13F filing for Q1 2026, filed 15 May 2026.