Columbia Asset Management’s Lam Research LRCX Stock Holding History

Columbia Asset 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
2026 Q1	$1.01M	Hold	4,750	–	–	0.19%	86
2025 Q4	$813K	Hold	4,750	–	–	0.14%	93
2025 Q3	$636K	Hold	4,750	–	–	0.12%	110
2025 Q2	$462K	Hold	4,750	–	–	0.09%	122
2025 Q1	$345K	Buy	+4,750	New	+$374K	0.07%	155
2024 Q4	–	Sell	-4,750	Closed	-$388K	–	274
2024 Q3	$388K	Hold	4,750	–	–	0.07%	139
2024 Q2	$506K	Buy	4,750 +250	+6%	+$24K	0.09%	116
2024 Q1	$352K	Hold	4,500	–	–	0.07%	136
2023 Q4	$352K	Buy	4,500 +100	+2%	+$6.82K	0.07%	136
2023 Q3	$276K	Sell	4,400 -7,500	-63%	-$493K	0.06%	141
2023 Q2	$765K	Sell	11,900 -400	-3%	-$22.5K	0.16%	94
2023 Q1	$652K	Hold	12,300	–	–	0.15%	101
2022 Q4	$517K	Buy	12,300 +150	+1%	+$6.28K	0.13%	106
2022 Q3	$445K	Buy	12,150 +200	+2%	+$8.9K	0.12%	113
2022 Q2	$509K	Buy	+11,950	New	+$569K	0.13%	107
2021 Q4	$1.12M	Sell	15,550 -100	-0.6%	-$6.27K	0.23%	74
2021 Q3	$891K	Hold	15,650	–	–	0.19%	87
2021 Q2	$1.02M	Buy	15,650 +50	+0.3%	+$3.16K	0.23%	78
2021 Q1	$929K	Sell	15,600 -1,000	-6%	-$54.5K	0.17%	91
2020 Q4	$784K	Hold	16,600	–	–	0.16%	100
2020 Q3	$551K	Sell	16,600 -5,250	-24%	-$181K	0.13%	103
2020 Q2	$707K	Buy	+21,850	New	+$596K	0.17%	91

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

Columbia Asset Management's LRCX Position: Q1 2026 in Review

Columbia Asset Management held its Lam Research (LRCX) position steady in Q1 2026 at 4,750 shares worth $1.01M. The position accounts for 0.19% of the portfolio, ranked #86.

Columbia Asset Management first reported a position in LRCX in Q2 2020 and has held it in 22 quarters since. The position peaked at $1.12M in Q4 2021. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

Columbia Asset Management held 4,750 shares of Lam Research worth $1.01M as of Q1 2026.
Columbia Asset Management left its Lam Research share count unchanged in Q1 2026.
Lam Research made up 0.19% of Columbia Asset Management's portfolio in Q1 2026, its #86 holding.
Columbia Asset Management first reported a position in Lam Research in Q2 2020 and has held it in 22 quarters since.
Columbia Asset Management's Lam Research position peaked at $1.12M in Q4 2021.
2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Columbia Asset Management's 13F filing for Q1 2026, filed 21 Apr 2026.