Burns Matteson Capital Management’s Lam Research LRCX Stock Holding History

Burns Matteson Capital Management’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
2025 Q4	–	Sell	-4,069	Closed	-$545K	–	232
2025 Q3	$545K	Buy	+4,069	New	+$431K	0.22%	72
2022 Q4	–	Sell	-5,850	Closed	-$214K	–	164
2022 Q3	$214K	Sell	5,850 -6,370	-52%	-$284K	0.16%	108
2022 Q2	$521K	Buy	12,220 +5,780	+90%	+$275K	0.37%	77
2022 Q1	$346K	Sell	6,440 -3,960	-38%	-$231K	0.24%	91
2021 Q4	$748K	Buy	10,400 +3,420	+49%	+$214K	0.51%	52
2021 Q3	$397K	Buy	+6,980	New	+$425K	0.3%	87

Other funds holding LRCX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Burns Matteson Capital Management's LRCX Position: Q4 2025 in Review

Burns Matteson Capital Management sold out of Lam Research (LRCX) in Q4 2025, closing a stake of 4,069 shares — an estimated $545K sold.

Burns Matteson Capital Management first reported a position in LRCX in Q3 2021 and held it in 6 quarters. The position peaked at $748K in Q4 2021. 2,396 funds tracked by Wall St. Rank hold LRCX as of Q4 2025.

Burns Matteson Capital Management reported no remaining Lam Research position as of Q4 2025 after selling out during the quarter.
Burns Matteson Capital Management sold 4,069 Lam Research shares in Q4 2025, an estimated $545K.
Burns Matteson Capital Management first reported a position in Lam Research in Q3 2021 and held it in 6 quarters.
Burns Matteson Capital Management's Lam Research position peaked at $748K in Q4 2021.
2,396 funds tracked by Wall St. Rank held Lam Research as of Q4 2025.

Based on Burns Matteson Capital Management's 13F filing for Q4 2025, filed 15 Jan 2026.