Coastal Bridge Advisors’s Lam Research LRCX Stock Holding History

Coastal Bridge Advisors’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	$4.18M	Sell	19,563 -1,475	-7%	-$330K	0.3%	74
2025 Q4	$3.6M	Sell	21,038 -1,423	-6%	-$221K	0.27%	89
2025 Q3	$3.01M	Buy	22,461 +333	+2%	+$35.3K	0.23%	108
2025 Q2	$2.15M	Buy	+22,128	New	+$1.76M	0.18%	133
2025 Q1	–	Sell	-3,636	Closed	-$263K	–	341
2024 Q4	$263K	Buy	3,636 +166	+5%	+$12.6K	0.07%	128
2024 Q3	$283K	Hold	3,470	–	–	0.07%	126
2024 Q2	$370K	Hold	3,470	–	–	0.09%	108
2024 Q1	$337K	Hold	3,470	–	–	0.08%	114
2023 Q4	$272K	Buy	3,470 +50	+1%	+$3.41K	0.07%	123
2023 Q3	$214K	Buy	+3,420	New	+$225K	0.06%	135

Other funds holding LRCX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Coastal Bridge Advisors's LRCX Position: Q1 2026 in Review

Coastal Bridge Advisors reduced its Lam Research (LRCX) stake by 7% in Q1 2026, selling an estimated $330K and leaving 19,563 shares worth $4.18M. The position accounts for 0.3% of the portfolio, ranked #74.

Coastal Bridge Advisors first reported a position in LRCX in Q3 2023 and has held it in 10 quarters since. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

Coastal Bridge Advisors held 19,563 shares of Lam Research worth $4.18M as of Q1 2026.
Coastal Bridge Advisors sold 1,475 Lam Research shares in Q1 2026, an estimated $330K.
Lam Research made up 0.3% of Coastal Bridge Advisors's portfolio in Q1 2026, its #74 holding.
Coastal Bridge Advisors first reported a position in Lam Research in Q3 2023 and has held it in 10 quarters since.
2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Coastal Bridge Advisors's 13F filing for Q1 2026, filed 14 May 2026.