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Bruce G. Allen Investments’s Lam Research LRCX Stock Holding History

Bruce G. Allen Investments’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 		$28K Sell
131
-6
-4% -$1.34K 0.02% 350
2025
Q4 		$23.5K Sell
137
-284
-67% -$44.2K 0.02% 377
2025
Q3 		$56.4K Hold
421
– – 0.04% 245
2025
Q2 		$41K Buy
421
+284
+207% +$22.5K 0.03% 284
2025
Q1 		$9.96K Hold
137
– – 0.01% 461
2024
Q4 		$9.9K Buy
+137
New +$10.4K 0.01% 476
2024
Q3 		– Sell
-380
Closed -$40.5K – 1125
2024
Q2 		$40.5K Sell
380
-210
-36% -$20.1K 0.03% 278
2024
Q1 		$57.3K Buy
590
+80
+16% +$7.04K 0.05% 218
2023
Q4 		$39.9K Buy
+510
New +$34.8K 0.04% 273

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

Bruce G. Allen Investments's LRCX Position: Q1 2026 in Review

Bruce G. Allen Investments reduced its Lam Research (LRCX) stake by 4.4% in Q1 2026, selling an estimated $1.34K and leaving 131 shares worth $28K. The position accounts for 0.02% of the portfolio, ranked #350.

Bruce G. Allen Investments first reported a position in LRCX in Q4 2023 and has held it in 9 quarters since. The position peaked at $57.3K in Q1 2024. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • Bruce G. Allen Investments held 131 shares of Lam Research worth $28K as of Q1 2026.
  • Bruce G. Allen Investments sold 6 Lam Research shares in Q1 2026, an estimated $1.34K.
  • Lam Research made up 0.02% of Bruce G. Allen Investments's portfolio in Q1 2026, its #350 holding.
  • Bruce G. Allen Investments first reported a position in Lam Research in Q4 2023 and has held it in 9 quarters since.
  • Bruce G. Allen Investments's Lam Research position peaked at $57.3K in Q1 2024.
  • 2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Bruce G. Allen Investments's 13F filing for Q1 2026, filed 8 May 2026.