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Excalibur Management’s Lam Research LRCX Stock Holding History

Excalibur 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 		$445K Sell
2,082
-25
-1% -$5.59K 0.16% 112
2025
Q4 		$361K Sell
2,107
-10
-0.5% -$1.55K 0.13% 121
2025
Q3 		$283K Hold
2,117
– – 0.1% 140
2025
Q2 		$206K Buy
+2,117
New +$168K 0.08% 160
2024
Q3 		– Sell
-2,120
Closed -$225K – 170
2024
Q2 		$225K Buy
+2,120
New +$203K 0.09% 152

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

Excalibur Management's LRCX Position: Q1 2026 in Review

Excalibur Management reduced its Lam Research (LRCX) stake by 1.2% in Q1 2026, selling an estimated $5.59K and leaving 2,082 shares worth $445K. The position accounts for 0.16% of the portfolio, ranked #112.

Excalibur Management first reported a position in LRCX in Q2 2024 and has held it in 5 quarters since. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • Excalibur Management held 2,082 shares of Lam Research worth $445K as of Q1 2026.
  • Excalibur Management sold 25 Lam Research shares in Q1 2026, an estimated $5.59K.
  • Lam Research made up 0.16% of Excalibur Management's portfolio in Q1 2026, its #112 holding.
  • Excalibur Management first reported a position in Lam Research in Q2 2024 and has held it in 5 quarters since.
  • 2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Excalibur Management's 13F filing for Q1 2026, filed 5 May 2026.