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C.M. Bidwell & Associates’s Lam Research LRCX Stock Holding History

C.M. Bidwell & Associates’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 		$627K Sell
2,933
-16
-0.5% -$3.58K 0.29% 55
2025
Q4 		$505K Sell
2,949
-96
-3% -$14.9K 0.24% 62
2025
Q3 		$408K Buy
3,045
+273
+10% +$28.9K 0.2% 75
2025
Q2 		$270K Sell
2,772
-134
-5% -$10.6K 0.14% 103
2025
Q1 		$211K Sell
2,906
-54
-2% -$4.25K 0.13% 119
2024
Q4 		$214K Sell
2,960
-100
-3% -$7.58K 0.13% 114
2024
Q3 		$250K Sell
3,060
-80
-3% -$6.96K 0.15% 105
2024
Q2 		$334K Sell
3,140
-20
-0.6% -$1.92K 0.22% 77
2024
Q1 		$307K Sell
3,160
-110
-3% -$9.68K 0.21% 84
2023
Q4 		$256K Buy
3,270
+30
+0.9% +$2.04K 0.19% 93
2023
Q3 		$203K Buy
+3,240
New +$213K 0.15% 115
2020
Q4 		– Sell
-3,120
Closed -$104K – 513
2020
Q3 		$104K Buy
+3,120
New +$107K 0.1% 203
2018
Q3 		– Sell
-700
Closed -$12K – 426
2018
Q2 		$12K Sell
700
-15,950
-96% -$307K 0.01% 305
2018
Q1 		$338K Buy
16,650
+5,850
+54% +$116K 0.31% 87
2017
Q4 		$199K Hold
10,800
– – 0.17% 165
2017
Q3 		$200K Sell
10,800
-563,200
-98% -$9.14M 0.31% 123
2017
Q2 		$8.12M Buy
+574,000
New +$8.42M 1.73% 20

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

C.M. Bidwell & Associates's LRCX Position: Q1 2026 in Review

C.M. Bidwell & Associates reduced its Lam Research (LRCX) stake by 0.54% in Q1 2026, selling an estimated $3.58K and leaving 2,933 shares worth $627K. The position accounts for 0.29% of the portfolio, ranked #55.

C.M. Bidwell & Associates first reported a position in LRCX in Q2 2017 and has held it in 17 quarters since. The position peaked at $8.12M in Q2 2017. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • C.M. Bidwell & Associates held 2,933 shares of Lam Research worth $627K as of Q1 2026.
  • C.M. Bidwell & Associates sold 16 Lam Research shares in Q1 2026, an estimated $3.58K.
  • Lam Research made up 0.29% of C.M. Bidwell & Associates's portfolio in Q1 2026, its #55 holding.
  • C.M. Bidwell & Associates first reported a position in Lam Research in Q2 2017 and has held it in 17 quarters since.
  • C.M. Bidwell & Associates's Lam Research position peaked at $8.12M in Q2 2017.
  • 2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on C.M. Bidwell & Associates's 13F filing for Q1 2026, filed 15 May 2026.