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Chilton Investment Company’s Lam Research LRCX Stock Holding History

Chilton Investment Company’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 		$5.42M Buy
25,380
+16,160
+175% +$3.61M 0.13% 72
2025
Q4 		$1.58M Hold
9,220
– – 0.03% 128
2025
Q3 		$1.23M Buy
9,220
+1,200
+15% +$127K 0.03% 135
2025
Q2 		$781K Sell
8,020
-1,325
-14% -$105K 0.02% 123
2025
Q1 		$679K Buy
9,345
+1,005
+12% +$79.1K 0.02% 128
2024
Q4 		$602K Buy
+8,340
New +$633K 0.02% 125
2024
Q3 		– Sell
-32,880
Closed -$3.5M – 199
2024
Q2 		$3.5M Sell
32,880
-8,350
-20% -$801K 0.1% 66
2024
Q1 		$4.01M Buy
41,230
+28,520
+224% +$2.51M 0.11% 64
2023
Q4 		$996K Buy
12,710
+4,380
+53% +$299K 0.03% 102
2023
Q3 		$522K Hold
8,330
– – 0.02% 120
2023
Q2 		$536K Buy
8,330
+200
+2% +$11.3K 0.02% 120
2023
Q1 		$431K Hold
8,130
– – 0.01% 119
2022
Q4 		$342K Hold
8,130
– – 0.01% 119
2022
Q3 		$298K Buy
8,130
+780
+11% +$34.7K 0.01% 137
2022
Q2 		$313K Sell
7,350
-900
-11% -$42.8K 0.01% 142
2022
Q1 		$444K Hold
8,250
– – 0.01% 112
2021
Q4 		$593K Hold
8,250
– – 0.01% 115
2021
Q3 		$470K Hold
8,250
– – 0.01% 130
2021
Q2 		$537K Sell
8,250
-150
-2% -$9.47K 0.01% 112
2021
Q1 		$500K Hold
8,400
– – 0.01% 118
2020
Q4 		$397K Sell
8,400
-1,770
-17% -$74.5K 0.01% 114
2020
Q3 		$337K Buy
10,170
+2,670
+36% +$92K 0.01% 125
2020
Q2 		$243K Buy
+7,500
New +$205K 0.01% 134

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

Chilton Investment Company's LRCX Position: Q1 2026 in Review

Chilton Investment Company increased its Lam Research (LRCX) stake by 175% in Q1 2026, buying an estimated $3.61M and bringing the position to 25,380 shares worth $5.42M. The position accounts for 0.13% of the portfolio, ranked #72.

Chilton Investment Company first reported a position in LRCX in Q2 2020 and has held it in 23 quarters since. 2,632 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • Chilton Investment Company held 25,380 shares of Lam Research worth $5.42M as of Q1 2026.
  • Chilton Investment Company bought 16,160 Lam Research shares in Q1 2026, an estimated $3.61M.
  • Lam Research made up 0.13% of Chilton Investment Company's portfolio in Q1 2026, its #72 holding.
  • Chilton Investment Company first reported a position in Lam Research in Q2 2020 and has held it in 23 quarters since.
  • 2,632 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Chilton Investment Company's 13F filing for Q1 2026, filed 15 May 2026.