Fisher Asset Management’s Lam Research LRCX Stock Holding History

Fisher Asset 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	$76.8M	Buy	359,611 +4,264	+1%	+$953K	0.03%	186
2025 Q4	$60.8M	Sell	355,347 -37,445	-10%	-$5.82M	0.02%	212
2025 Q3	$52.6M	Sell	392,792 -56,718	-13%	-$6.01M	0.02%	227
2025 Q2	$43.8M	Sell	449,510 -469,613	-51%	-$37.2M	0.02%	231
2025 Q1	$66.8M	Sell	919,123 -17,659,058	-95%	-$1.39B	0.03%	187
2024 Q4	$1.34B	Sell	18,578,181 -136,549	-0.7%	-$10.4M	0.53%	51
2024 Q3	$1.53B	Buy	18,714,730 +110,930	+0.6%	+$9.64M	0.63%	47
2024 Q2	$1.98B	Sell	18,603,800 -54,610	-0.3%	-$5.24M	0.86%	32
2024 Q1	$1.81B	Sell	18,658,410 -11,076,750	-37%	-$974M	0.85%	35
2023 Q4	$2.33B	Buy	29,735,160 +867,210	+3%	+$59.1M	1.23%	17
2023 Q3	$1.81B	Buy	28,867,950 +745,200	+3%	+$49M	1.03%	18
2023 Q2	$1.81B	Buy	28,122,750 +1,115,530	+4%	+$62.9M	1%	19
2023 Q1	$1.43B	Buy	27,007,220 +588,630	+2%	+$28.9M	0.87%	22
2022 Q4	$1.11B	Buy	26,418,590 +3,731,060	+16%	+$156M	0.75%	38
2022 Q3	$830M	Buy	22,687,530 +2,758,640	+14%	+$123M	0.62%	45
2022 Q2	$849M	Buy	19,928,890 +903,670	+5%	+$43M	0.6%	54
2022 Q1	$1.02B	Buy	19,025,220 +1,004,800	+6%	+$58.5M	0.6%	48
2021 Q4	$1.3B	Buy	18,020,420 +577,390	+3%	+$36.2M	0.73%	33
2021 Q3	$993M	Buy	17,443,030 +6,777,460	+64%	+$412M	0.62%	47
2021 Q2	$694M	Buy	10,665,570 +529,620	+5%	+$33.4M	0.44%	63
2021 Q1	$603M	Buy	10,135,950 +560,360	+6%	+$30.5M	0.43%	66
2020 Q4	$452M	Buy	9,575,590 +676,870	+8%	+$28.5M	0.34%	71
2020 Q3	$295M	Buy	8,898,720 +561,260	+7%	+$19.3M	0.26%	81
2020 Q2	$270M	Buy	8,337,460 +2,916,250	+54%	+$79.5M	0.26%	88
2020 Q1	$130M	Buy	5,421,210 +5,411,160	+53,842%	+$156M	0.16%	105
2019 Q4	$294K	Buy	10,050 +630	+7%	+$16.7K	﹤0.01%	725
2019 Q3	$218K	Buy	+9,420	New	+$198K	﹤0.01%	775
2018 Q3	–	Sell	-14,240	Closed	-$246K	–	833
2018 Q2	$246K	Buy	+14,240	New	+$274K	﹤0.01%	736

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

Fisher Asset Management's LRCX Position: Q1 2026 in Review

Fisher Asset Management increased its Lam Research (LRCX) stake by 1.2% in Q1 2026, buying an estimated $953K and bringing the position to 359,611 shares worth $76.8M. The position accounts for 0.03% of the portfolio, ranked #186.

Fisher Asset Management first reported a position in LRCX in Q2 2018 and has held it in 28 quarters since. The position peaked at $2.33B in Q4 2023. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

Fisher Asset Management held 359,611 shares of Lam Research worth $76.8M as of Q1 2026.
Fisher Asset Management bought 4,264 Lam Research shares in Q1 2026, an estimated $953K.
Lam Research made up 0.03% of Fisher Asset Management's portfolio in Q1 2026, its #186 holding.
Fisher Asset Management first reported a position in Lam Research in Q2 2018 and has held it in 28 quarters since.
Fisher Asset Management's Lam Research position peaked at $2.33B in Q4 2023.
2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

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