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Edgestream Partners’s Lam Research LRCX Stock Holding History

Edgestream 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
2026
Q1 		– Sell
-8,219
Closed -$1.41M – 1009
2025
Q4 		$1.41M Sell
8,219
-20,538
-71% -$3.19M 0.04% 612
2025
Q3 		$3.85M Buy
28,757
+23,968
+500% +$2.54M 0.11% 344
2025
Q2 		$466K Buy
4,789
+621
+15% +$49.3K 0.01% 738
2025
Q1 		$303K Buy
4,168
+938
+29% +$73.9K 0.01% 762
2024
Q4 		$233K Buy
+3,230
New +$245K 0.01% 799
2024
Q3 		– Sell
-4,350
Closed -$463K – 975
2024
Q2 		$463K Sell
4,350
-9,910
-69% -$950K 0.02% 681
2024
Q1 		$1.39M Buy
14,260
+1,370
+11% +$121K 0.07% 433
2023
Q4 		$1.01M Buy
12,890
+9,670
+300% +$659K 0.07% 442
2023
Q3 		$202K Sell
3,220
-1,030
-24% -$67.7K 0.02% 787
2023
Q2 		$273K Buy
+4,250
New +$240K 0.02% 644
2022
Q3 		– Sell
-5,080
Closed -$216K – 546
2022
Q2 		$216K Sell
5,080
-12,530
-71% -$597K 0.02% 481
2022
Q1 		$947K Buy
17,610
+3,130
+22% +$182K 0.08% 336
2021
Q4 		$1.04M Sell
14,480
-49,340
-77% -$3.09M 0.06% 314
2021
Q3 		$3.63M Buy
+63,820
New +$3.88M 0.22% 156
2019
Q2 		– Sell
-15,030
Closed -$269K – 261
2019
Q1 		$269K Buy
+15,030
New +$251K 0.04% 189
2018
Q4 		– Sell
-19,900
Closed -$302K – 266
2018
Q3 		$302K Sell
19,900
-42,060
-68% -$718K 0.05% 222
2018
Q2 		$1.07M Sell
61,960
-27,650
-31% -$533K 0.22% 140
2018
Q1 		$1.82M Buy
89,610
+67,010
+297% +$1.33M 0.36% 95
2017
Q4 		$416K Buy
+22,600
New +$444K 0.5% 51
2017
Q3 		– Sell
-40,400
Closed -$571K – 136
2017
Q2 		$571K Sell
40,400
-5,670
-12% -$83.1K 0.22% 76
2017
Q1 		$591K Buy
+46,070
New +$542K 0.26% 83

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

Edgestream Partners's LRCX Position: Q1 2026 in Review

Edgestream Partners sold out of Lam Research (LRCX) in Q1 2026, closing a stake of 8,219 shares — an estimated $1.41M sold.

Edgestream Partners first reported a position in LRCX in Q1 2017 and held it in 21 quarters. The position peaked at $3.85M in Q3 2025. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • Edgestream Partners reported no remaining Lam Research position as of Q1 2026 after selling out during the quarter.
  • Edgestream Partners sold 8,219 Lam Research shares in Q1 2026, an estimated $1.41M.
  • Edgestream Partners first reported a position in Lam Research in Q1 2017 and held it in 21 quarters.
  • Edgestream Partners's Lam Research position peaked at $3.85M in Q3 2025.
  • 2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.