Ewing Morris & Co Investment Partners’s Lam Research LRCX Stock Holding History

Ewing Morris & Co Investment 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	-6,834	Closed	-$1.18M	–	92
2025 Q4	$1.18M	Buy	+6,834	New	+$1.06M	0.52%	47
2022 Q4	–	Sell	-53,200	Closed	-$1.96M	–	15
2022 Q3	$1.96M	Hold	53,200	–	–	2.56%	11
2022 Q2	$2.93M	Hold	53,200	–	–	1.99%	12
2022 Q1	$3.58M	Buy	53,200 +17,000	+47%	+$990K	2.24%	10
2021 Q4	$3.3M	Buy	+36,200	New	+$2.27M	2.25%	11

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

Ewing Morris & Co Investment Partners's LRCX Position: Q1 2026 in Review

Ewing Morris & Co Investment Partners sold out of Lam Research (LRCX) in Q1 2026, closing a stake of 6,834 shares — an estimated $1.18M sold.

Ewing Morris & Co Investment Partners first reported a position in LRCX in Q4 2021 and held it in 5 quarters. The position peaked at $3.58M in Q1 2022. 2,632 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

Ewing Morris & Co Investment Partners reported no remaining Lam Research position as of Q1 2026 after selling out during the quarter.
Ewing Morris & Co Investment Partners sold 6,834 Lam Research shares in Q1 2026, an estimated $1.18M.
Ewing Morris & Co Investment Partners first reported a position in Lam Research in Q4 2021 and held it in 5 quarters.
Ewing Morris & Co Investment Partners's Lam Research position peaked at $3.58M in Q1 2022.
2,632 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Ewing Morris & Co Investment Partners's 13F filing for Q1 2026, filed 11 May 2026.