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Engineers Gate Manager’s Lam Research LRCX Stock Holding History

Engineers Gate Manager’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 		$24.1M Buy
112,881
+96,454
+587% +$21.6M 0.3% 62
2025
Q4 		$2.81M Sell
16,427
-9,707
-37% -$1.51M 0.03% 552
2025
Q3 		$3.5M Sell
26,134
-7,221
-22% -$765K 0.04% 517
2025
Q2 		$3.25M Sell
33,355
-67,143
-67% -$5.33M 0.04% 522
2025
Q1 		$7.31M Sell
100,498
-238,175
-70% -$18.8M 0.12% 217
2024
Q4 		$24.5M Buy
338,673
+126,853
+60% +$9.62M 0.43% 12
2024
Q3 		$17.3M Buy
211,820
+167,270
+375% +$14.5M 0.34% 38
2024
Q2 		$4.74M Sell
44,550
-46,380
-51% -$4.45M 0.11% 277
2024
Q1 		$8.83M Buy
90,930
+47,660
+110% +$4.19M 0.23% 93
2023
Q4 		$3.39M Buy
43,270
+23,310
+117% +$1.59M 0.1% 284
2023
Q3 		$1.25M Buy
19,960
+14,120
+242% +$928K 0.05% 580
2023
Q2 		$375K Sell
5,840
-12,870
-69% -$725K 0.01% 1198
2023
Q1 		$992K Buy
18,710
+1,530
+9% +$75.1K 0.04% 655
2022
Q4 		$722K Sell
17,180
-48,440
-74% -$2.03M 0.04% 675
2022
Q3 		$2.4M Buy
65,620
+9,700
+17% +$432K 0.15% 150
2022
Q2 		$2.38M Sell
55,920
-201,390
-78% -$9.59M 0.09% 297
2022
Q1 		$13.8M Buy
+257,310
New +$15M 0.54% 11
2021
Q4 		– Sell
-6,960
Closed -$396K – 2168
2021
Q3 		$396K Buy
6,960
+1,300
+23% +$79.1K 0.02% 1025
2021
Q2 		$368K Buy
+5,660
New +$357K 0.02% 1000
2021
Q1 		– Sell
-11,600
Closed -$548K – 1991
2020
Q4 		$548K Sell
11,600
-24,380
-68% -$1.03M 0.02% 918
2020
Q3 		$1.19M Buy
+35,980
New +$1.24M 0.06% 525
2020
Q2 		– Sell
-29,560
Closed -$709K – 1865
2020
Q1 		$709K Buy
+29,560
New +$851K 0.05% 586
2019
Q4 		– Sell
-34,130
Closed -$789K – 1748
2019
Q3 		$789K Buy
34,130
+22,070
+183% +$463K 0.04% 614
2019
Q2 		$226K Buy
+12,060
New +$229K 0.01% 950
2018
Q4 		– Sell
-234,970
Closed -$3.56M – 1018
2018
Q3 		$3.56M Buy
234,970
+203,080
+637% +$3.47M 0.27% 99
2018
Q2 		$551K Buy
+31,890
New +$614K 0.04% 521
2018
Q1 		– Sell
-232,580
Closed -$4.28M – 899
2017
Q4 		$4.28M Buy
232,580
+39,960
+21% +$785K 0.29% 84
2017
Q3 		$3.56M Sell
192,620
-193,750
-50% -$3.14M 0.3% 74
2017
Q2 		$5.46M Buy
+386,370
New +$5.67M 0.49% 18
2016
Q4 		– Sell
-133,440
Closed -$1.26M – 676
2016
Q3 		$1.26M Buy
133,440
+100,440
+304% +$914K 0.13% 293
2016
Q2 		$277K Sell
33,000
-372,770
-92% -$2.99M 0.02% 603
2016
Q1 		$3.35M Sell
405,770
-337,020
-45% -$2.45M 0.26% 148
2015
Q4 		$5.9M Buy
+742,790
New +$5.59M 0.4% 75
2015
Q3 		– Sell
-148,070
Closed -$1.21M – 826
2015
Q2 		$1.21M Buy
148,070
+70,070
+90% +$550K 0.12% 305
2015
Q1 		$548K Buy
78,000
+10,930
+16% +$86.4K 0.07% 491
2014
Q4 		$532K Buy
+67,070
New +$520K 0.15% 239

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

Engineers Gate Manager's LRCX Position: Q1 2026 in Review

Engineers Gate Manager increased its Lam Research (LRCX) stake by 587% in Q1 2026, buying an estimated $21.6M and bringing the position to 112,881 shares worth $24.1M. The position accounts for 0.3% of the portfolio, ranked #62.

Engineers Gate Manager first reported a position in LRCX in Q4 2014 and has held it in 36 quarters since. The position peaked at $24.5M in Q4 2024. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • Engineers Gate Manager held 112,881 shares of Lam Research worth $24.1M as of Q1 2026.
  • Engineers Gate Manager bought 96,454 Lam Research shares in Q1 2026, an estimated $21.6M.
  • Lam Research made up 0.3% of Engineers Gate Manager's portfolio in Q1 2026, its #62 holding.
  • Engineers Gate Manager first reported a position in Lam Research in Q4 2014 and has held it in 36 quarters since.
  • Engineers Gate Manager's Lam Research position peaked at $24.5M in Q4 2024.
  • 2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Engineers Gate Manager's 13F filing for Q1 2026, filed 15 May 2026.