Davis Investment Partners’s Lam Research LRCX Stock Holding History

Davis Investment Partners’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	-8,000	Closed	-$1.14M	–	160
2025 Q3	$1.14M	Sell	8,000 -45	-0.6%	-$4.76K	0.39%	44
2025 Q2	$779K	Buy	8,045 +45	+0.6%	+$3.57K	0.28%	57
2025 Q1	$543K	Hold	8,000	–	–	0.24%	80
2024 Q4	$597K	Hold	8,000	–	–	0.25%	67
2024 Q3	$651K	Hold	8,000	–	–	0.27%	61
2024 Q2	$856K	Sell	8,000 -160	-2%	-$15.3K	0.35%	57
2024 Q1	$785K	Buy	8,160 +160	+2%	+$14.1K	0.34%	53
2023 Q4	$585K	Hold	8,000	–	–	0.28%	59
2023 Q3	$501K	Hold	8,000	–	–	0.27%	60
2023 Q2	$492K	Hold	8,000	–	–	0.23%	67
2023 Q1	$403K	Hold	8,000	–	–	0.21%	68
2022 Q4	$408K	Buy	+8,000	New	+$335K	0.21%	72

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 $3.37T AUM 44.26% 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

Davis Investment Partners's LRCX Position: Q4 2025 in Review

Davis Investment Partners sold out of Lam Research (LRCX) in Q4 2025, closing a stake of 8,000 shares — an estimated $1.14M sold.

Davis Investment Partners first reported a position in LRCX in Q4 2022 and held it in 12 quarters. The position peaked at $1.14M in Q3 2025. 2,390 funds tracked by Wall St. Rank hold LRCX as of Q4 2025.

Davis Investment Partners reported no remaining Lam Research position as of Q4 2025 after selling out during the quarter.
Davis Investment Partners sold 8,000 Lam Research shares in Q4 2025, an estimated $1.14M.
Davis Investment Partners first reported a position in Lam Research in Q4 2022 and held it in 12 quarters.
Davis Investment Partners's Lam Research position peaked at $1.14M in Q3 2025.
2,390 funds tracked by Wall St. Rank held Lam Research as of Q4 2025.

Based on Davis Investment Partners's 13F filing for Q4 2025, filed 6 Jan 2026.