Dock Street Asset Management’s Lam Research LRCX Stock Holding History

Dock Street 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	$610K	Sell	2,855 -180	-6%	-$40.2K	0.06%	35
2025 Q4	$520K	Hold	3,035	–	–	0.05%	35
2025 Q3	$406K	Buy	3,035 +21	+0.7%	+$2.22K	0.04%	40
2025 Q2	$293K	Sell	3,014 -120	-4%	-$9.52K	0.03%	42
2025 Q1	$228K	Sell	3,134 -196	-6%	-$15.4K	0.03%	53
2024 Q4	$241K	Hold	3,330	–	–	0.03%	43
2024 Q3	$272K	Hold	3,330	–	–	0.04%	41
2024 Q2	$355K	Buy	3,330 +180	+6%	+$17.3K	0.05%	41
2024 Q1	$306K	Hold	3,150	–	–	0.05%	40
2023 Q4	$247K	Buy	+3,150	New	+$215K	0.04%	38
2023 Q3	–	Sell	-3,150	Closed	-$203K	–	45
2023 Q2	$203K	Buy	+3,150	New	+$178K	0.03%	42
2022 Q1	–	Sell	-3,150	Closed	-$227K	–	76
2021 Q4	$227K	Buy	+3,150	New	+$197K	0.04%	71

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

Dock Street Asset Management's LRCX Position: Q1 2026 in Review

Dock Street Asset Management reduced its Lam Research (LRCX) stake by 5.9% in Q1 2026, selling an estimated $40.2K and leaving 2,855 shares worth $610K. The position accounts for 0.06% of the portfolio, ranked #35.

Dock Street Asset Management first reported a position in LRCX in Q4 2021 and has held it in 12 quarters since. 2,631 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

Dock Street Asset Management held 2,855 shares of Lam Research worth $610K as of Q1 2026.
Dock Street Asset Management sold 180 Lam Research shares in Q1 2026, an estimated $40.2K.
Lam Research made up 0.06% of Dock Street Asset Management's portfolio in Q1 2026, its #35 holding.
Dock Street Asset Management first reported a position in Lam Research in Q4 2021 and has held it in 12 quarters since.
2,631 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Dock Street Asset Management's 13F filing for Q1 2026, filed 20 Apr 2026.