First Manhattan
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First Manhattan’s Lam Research LRCX Stock Holding History

First Manhattan’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 		$13.3M Sell
62,214
-13,459
-18% -$3.01M 0.04% 143
2025
Q4 		$13M Sell
75,673
-261
-0.3% -$40.6K 0.03% 148
2025
Q3 		$10.2M Buy
75,934
+21,398
+39% +$2.27M 0.03% 163
2025
Q2 		$5.32M Buy
54,536
+46,985
+622% +$3.73M 0.02% 219
2025
Q1 		$551K Sell
7,551
-290
-4% -$22.8K ﹤0.01% 480
2024
Q4 		$568K Sell
7,841
-199
-2% -$15.1K ﹤0.01% 478
2024
Q3 		$658K Sell
8,040
-10
-0.1% -$869 ﹤0.01% 440
2024
Q2 		$859K Buy
8,050
+240
+3% +$23K ﹤0.01% 385
2024
Q1 		$761K Buy
7,810
+270
+4% +$23.8K ﹤0.01% 414
2023
Q4 		$592K Buy
7,540
+870
+13% +$59.3K ﹤0.01% 448
2023
Q3 		$418K Buy
6,670
+5,740
+617% +$377K ﹤0.01% 518
2023
Q2 		$59.8K Buy
930
+300
+48% +$16.9K ﹤0.01% 850
2023
Q1 		$33.4K Buy
630
+340
+117% +$16.7K ﹤0.01% 998
2022
Q4 		$12.2K Sell
290
-1,060
-79% -$44.3K ﹤0.01% 1216
2022
Q3 		$49K Buy
+1,350
New +$60.1K ﹤0.01% 936
2020
Q3 		– Sell
-740
Closed -$23K – 1400
2020
Q2 		$23K Hold
740
– – ﹤0.01% 1006
2020
Q1 		$17K Buy
+740
New +$21.3K ﹤0.01% 1027
2019
Q1 		– Sell
-230
Closed -$3.84K – 1432
2018
Q4 		$3K Hold
230
– – ﹤0.01% 1276
2018
Q3 		$3K Hold
230
– – ﹤0.01% 1321
2018
Q2 		$3K Sell
230
-1,000
-81% -$19.3K ﹤0.01% 1281
2018
Q1 		$24K Buy
1,230
+1,000
+435% +$19.8K ﹤0.01% 1074
2017
Q4 		$4K Buy
+230
New +$4.52K ﹤0.01% 1341
2015
Q1 		– Sell
-310
Closed -$2K – 1482
2014
Q4 		$2K Hold
310
– – ﹤0.01% 1403
2014
Q3 		$2K Buy
+310
New +$2.21K ﹤0.01% 1378

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

First Manhattan's LRCX Position: Q1 2026 in Review

First Manhattan reduced its Lam Research (LRCX) stake by 18% in Q1 2026, selling an estimated $3.01M and leaving 62,214 shares worth $13.3M. The position accounts for 0.04% of the portfolio, ranked #143.

First Manhattan first reported a position in LRCX in Q3 2014 and has held it in 24 quarters since. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • First Manhattan held 62,214 shares of Lam Research worth $13.3M as of Q1 2026.
  • First Manhattan sold 13,459 Lam Research shares in Q1 2026, an estimated $3.01M.
  • Lam Research made up 0.04% of First Manhattan's portfolio in Q1 2026, its #143 holding.
  • First Manhattan first reported a position in Lam Research in Q3 2014 and has held it in 24 quarters since.
  • 2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on First Manhattan's 13F filing for Q1 2026, filed 15 May 2026.