First Foundation Advisors’s Lam Research LRCX Stock Holding History

First Foundation Advisors’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	$624K	Buy	2,922 +167	+6%	+$37.3K	0.03%	213
2025 Q4	$472K	Buy	2,755 +994	+56%	+$155K	0.02%	238
2025 Q3	$236K	Buy	+1,761	New	+$186K	0.01%	305
2025 Q2	–	Sell	-3,233	Closed	-$235K	–	342
2025 Q1	$235K	Sell	3,233 -16,789	-84%	-$1.32M	0.01%	301
2024 Q4	$1.45M	Buy	20,022 +1,102	+6%	+$83.6K	0.05%	145
2024 Q3	$1.54M	Sell	18,920 -1,420	-7%	-$123K	0.06%	145
2024 Q2	$2.17M	Sell	20,340 -90	-0.4%	-$8.63K	0.08%	112
2024 Q1	$1.98M	Sell	20,430 -1,380	-6%	-$121K	0.08%	117
2023 Q4	$1.71M	Sell	21,810 -3,630	-14%	-$247K	0.08%	126
2023 Q3	$1.59M	Sell	25,440 -1,900	-7%	-$125K	0.07%	137
2023 Q2	$1.76M	Buy	27,340 +650	+2%	+$36.6K	0.08%	139
2023 Q1	$1.41M	Buy	26,690 +1,650	+7%	+$81K	0.07%	149
2022 Q4	$1.05M	Sell	25,040 -830	-3%	-$34.7K	0.05%	174
2022 Q3	$947K	Buy	25,870 +6,850	+36%	+$305K	0.05%	173
2022 Q2	$811K	Sell	19,020 -1,920	-9%	-$91.4K	0.04%	195
2022 Q1	$1.13M	Buy	20,940 +930	+5%	+$54.1K	0.04%	182
2021 Q4	$1.44M	Buy	20,010 +890	+5%	+$55.8K	0.05%	175
2021 Q3	$1.09M	Sell	19,120 -890	-4%	-$54.1K	0.04%	192
2021 Q2	$1.3M	Buy	20,010 +3,970	+25%	+$251K	0.05%	188
2021 Q1	$955K	Sell	16,040 -90	-0.6%	-$4.9K	0.04%	210
2020 Q4	$762K	Sell	16,130 -2,750	-15%	-$116K	0.03%	219
2020 Q3	$626K	Buy	18,880 +1,000	+6%	+$34.5K	0.03%	217
2020 Q2	$578K	Sell	17,880 -150	-0.8%	-$4.09K	0.03%	217
2020 Q1	$433K	Buy	18,030 +200	+1%	+$5.76K	0.03%	239
2019 Q4	$521K	Buy	17,830 +1,830	+11%	+$48.6K	0.03%	241
2019 Q3	$370K	Hold	16,000	–	–	0.02%	260
2019 Q2	$301K	Buy	16,000 +50	+0.3%	+$949	0.02%	275
2019 Q1	$286K	Hold	15,950	–	–	0.02%	274
2018 Q4	$217K	Buy	15,950 +510	+3%	+$7.31K	0.01%	343
2018 Q3	$234K	Sell	15,440 -340	-2%	-$5.81K	0.01%	314
2018 Q2	$273K	Buy	15,780 +610	+4%	+$11.8K	0.02%	276
2018 Q1	$308K	Sell	15,170 -60	-0.4%	-$1.19K	0.02%	260
2017 Q4	$280K	Buy	15,230 +60	+0.4%	+$1.18K	0.02%	282
2017 Q3	$281K	Sell	15,170 -64,780	-81%	-$1.05M	0.02%	257
2017 Q2	$1.13M	Buy	79,950 +61,890	+343%	+$908K	0.07%	144
2017 Q1	$232K	Buy	+18,060	New	+$212K	0.01%	285

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 Foundation Advisors's LRCX Position: Q1 2026 in Review

First Foundation Advisors increased its Lam Research (LRCX) stake by 6.1% in Q1 2026, buying an estimated $37.3K and bringing the position to 2,922 shares worth $624K. The position accounts for 0.03% of the portfolio, ranked #213.

First Foundation Advisors first reported a position in LRCX in Q1 2017 and has held it in 36 quarters since. The position peaked at $2.17M in Q2 2024. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

First Foundation Advisors held 2,922 shares of Lam Research worth $624K as of Q1 2026.
First Foundation Advisors bought 167 Lam Research shares in Q1 2026, an estimated $37.3K.
Lam Research made up 0.03% of First Foundation Advisors's portfolio in Q1 2026, its #213 holding.
First Foundation Advisors first reported a position in Lam Research in Q1 2017 and has held it in 36 quarters since.
First Foundation Advisors's Lam Research position peaked at $2.17M in Q2 2024.
2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on First Foundation Advisors's 13F filing for Q1 2026, filed 4 May 2026.