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DGS Capital Management’s Lam Research LRCX Stock Holding History

DGS Capital 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 		$3.91M Buy
18,283
+836
+5% +$187K 0.64% 22
2025
Q4 		$2.99M Buy
17,447
+3,232
+23% +$503K 0.51% 30
2025
Q3 		$1.9M Buy
14,215
+3,222
+29% +$341K 0.35% 48
2025
Q2 		$1.07M Buy
10,993
+2,954
+37% +$234K 0.22% 83
2025
Q1 		$584K Buy
8,039
+2,986
+59% +$235K 0.15% 140
2024
Q4 		$365K Buy
5,053
+373
+8% +$28.3K 0.09% 192
2024
Q3 		$382K Buy
4,680
+190
+4% +$16.5K 0.1% 191
2024
Q2 		$478K Buy
4,490
+60
+1% +$5.75K 0.13% 146
2024
Q1 		$430K Buy
4,430
+610
+16% +$53.7K 0.12% 147
2023
Q4 		$299K Sell
3,820
-10
-0.3% -$682 0.12% 165
2023
Q3 		$240K Sell
3,830
-250
-6% -$16.4K 0.12% 184
2023
Q2 		$262K Buy
+4,080
New +$230K 0.13% 172
2022
Q3 		– Sell
-5,440
Closed -$232K – 214
2022
Q2 		$232K Buy
5,440
+890
+20% +$42.4K 0.19% 144
2022
Q1 		$245K Buy
4,550
+850
+23% +$49.5K 0.15% 151
2021
Q4 		$266K Buy
+3,700
New +$232K 0.17% 113

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

DGS Capital Management's LRCX Position: Q1 2026 in Review

DGS Capital Management increased its Lam Research (LRCX) stake by 4.8% in Q1 2026, buying an estimated $187K and bringing the position to 18,283 shares worth $3.91M. The position accounts for 0.64% of the portfolio, ranked #22.

DGS Capital Management first reported a position in LRCX in Q4 2021 and has held it in 15 quarters since. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • DGS Capital Management held 18,283 shares of Lam Research worth $3.91M as of Q1 2026.
  • DGS Capital Management bought 836 Lam Research shares in Q1 2026, an estimated $187K.
  • Lam Research made up 0.64% of DGS Capital Management's portfolio in Q1 2026, its #22 holding.
  • DGS Capital Management first reported a position in Lam Research in Q4 2021 and has held it in 15 quarters since.
  • 2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on DGS Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.