Fire Capital Management
LRCX icon

Fire Capital Management’s Lam Research LRCX Stock Holding History

Fire Capital 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
Q3 		$3.51M Buy
+10,675
New +$3.33M 0.91% 27

Other funds holding LRCX

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $165B AUM 72.14% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Fire Capital Management's LRCX Position: Q3 2026 in Review

Fire Capital Management opened a new position in Lam Research (LRCX) in Q3 2026: 10,675 shares worth $3.51M. The stake represents 0.91% of the portfolio and ranks #27 among its holdings.

2,468 funds tracked by Wall St. Rank hold LRCX as of Q3 2026.

  • Fire Capital Management held 10,675 shares of Lam Research worth $3.51M as of Q3 2026.
  • Lam Research was a new Fire Capital Management position in Q3 2026.
  • Lam Research made up 0.91% of Fire Capital Management's portfolio in Q3 2026, its #27 holding.
  • 2,468 funds tracked by Wall St. Rank held Lam Research as of Q3 2026.

Based on Fire Capital Management's 13F filing for Q3 2026, filed 27 Oct 2026.