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Donoghue Forlines’s Lam Research LRCX Stock Holding History

Donoghue Forlines’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 		$3.36M Buy
15,709
+313
+2% +$70K 0.93% 19
2025
Q4 		$2.64M Sell
15,396
-4,871
-24% -$758K 0.81% 16
2025
Q3 		$2.71M Buy
+20,267
New +$2.15M 0.84% 16
2024
Q3 		– Sell
-16,230
Closed -$1.73M – 262
2024
Q2 		$1.73M Sell
16,230
-630
-4% -$60.4K 0.49% 37
2024
Q1 		$1.64M Sell
16,860
-1,760
-9% -$155K 0.47% 57
2023
Q4 		$1.46M Sell
18,620
-260
-1% -$17.7K 0.46% 55
2023
Q3 		$1.18M Sell
18,880
-690
-4% -$45.3K 0.42% 80
2023
Q2 		$1.26M Buy
+19,570
New +$1.1M 0.39% 61
2021
Q4 		– Sell
-31,230
Closed -$1.78M – 283
2021
Q3 		$1.78M Buy
31,230
+3,260
+12% +$198K 0.34% 63
2021
Q2 		$1.82M Sell
27,970
-3,490
-11% -$220K 0.34% 69
2021
Q1 		$1.87M Buy
+31,460
New +$1.71M 0.36% 61
2017
Q3 		– Sell
-148,120
Closed -$2.1M – 99
2017
Q2 		$2.1M Buy
+148,120
New +$2.17M 0.24% 82

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

Donoghue Forlines's LRCX Position: Q1 2026 in Review

Donoghue Forlines increased its Lam Research (LRCX) stake by 2% in Q1 2026, buying an estimated $70K and bringing the position to 15,709 shares worth $3.36M. The position accounts for 0.93% of the portfolio, ranked #19.

Donoghue Forlines first reported a position in LRCX in Q2 2017 and has held it in 12 quarters since. 2,631 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • Donoghue Forlines held 15,709 shares of Lam Research worth $3.36M as of Q1 2026.
  • Donoghue Forlines bought 313 Lam Research shares in Q1 2026, an estimated $70K.
  • Lam Research made up 0.93% of Donoghue Forlines's portfolio in Q1 2026, its #19 holding.
  • Donoghue Forlines first reported a position in Lam Research in Q2 2017 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 Donoghue Forlines's 13F filing for Q1 2026, filed 13 May 2026.