First Financial Bankshares’s Lam Research LRCX Stock Holding History

First Financial Bankshares’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	$1.52M	Sell	7,119 -78	-1%	-$17.4K	0.03%	93
2025 Q4	$1.23M	Sell	7,197 -28,656	-80%	-$4.46M	0.02%	89
2025 Q3	$4.8M	Buy	35,853 +153	+0.4%	+$16.2K	0.1%	79
2025 Q2	$3.48M	Sell	35,700 -49	-0.1%	-$3.89K	0.08%	85
2025 Q1	$2.6M	Buy	+35,749	New	+$2.82M	0.06%	84
2024 Q4	–	Sell	-35,360	Closed	-$2.89M	–	178
2024 Q3	$2.89M	Sell	35,360 -109,960	-76%	-$9.56M	0.06%	85
2024 Q2	$15.5M	Sell	145,320 -1,250	-0.9%	-$120K	0.35%	59
2024 Q1	$14.2M	Sell	146,570 -57,360	-28%	-$5.05M	0.32%	61
2023 Q4	$16M	Buy	+203,930	New	+$13.9M	0.38%	60

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

First Financial Bankshares's LRCX Position: Q1 2026 in Review

First Financial Bankshares reduced its Lam Research (LRCX) stake by 1.1% in Q1 2026, selling an estimated $17.4K and leaving 7,119 shares worth $1.52M. The position accounts for 0.03% of the portfolio, ranked #93.

First Financial Bankshares first reported a position in LRCX in Q4 2023 and has held it in 9 quarters since. The position peaked at $16M in Q4 2023. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

First Financial Bankshares held 7,119 shares of Lam Research worth $1.52M as of Q1 2026.
First Financial Bankshares sold 78 Lam Research shares in Q1 2026, an estimated $17.4K.
Lam Research made up 0.03% of First Financial Bankshares's portfolio in Q1 2026, its #93 holding.
First Financial Bankshares first reported a position in Lam Research in Q4 2023 and has held it in 9 quarters since.
First Financial Bankshares's Lam Research position peaked at $16M in Q4 2023.
2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on First Financial Bankshares's 13F filing for Q1 2026, filed 11 May 2026.