Fort Point Capital Partners’s Lam Research LRCX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.84M | Sell |
13,272
-103
| -0.8% | -$23K | 0.34% | 52 |
|
|
2025
Q4 | $2.91M | Sell |
13,375
-244
| -2% | -$38K | 0.33% | 51 |
|
|
2025
Q3 | $1.83M | Sell |
13,619
-1,108
| -8% | -$117K | 0.22% | 74 |
|
|
2025
Q2 | $1.44M | Sell |
14,727
-98
| -0.7% | -$7.77K | 0.1% | 116 |
|
|
2025
Q1 | $1.08M | Sell |
14,825
-751
| -5% | -$59.1K | 0.12% | 117 |
|
|
2024
Q4 | $1.13M | Buy |
+15,576
| New | +$1.18M | 0.12% | 118 |
|
|
2024
Q3 | – | Sell |
-7,070
| Closed | -$753K | – | 313 |
|
|
2024
Q2 | $753K | Buy |
7,070
+480
| +7% | +$46K | 0.1% | 152 |
|
|
2024
Q1 | $641K | Sell |
6,590
-350
| -5% | -$30.8K | 0.09% | 168 |
|
|
2023
Q4 | $544K | Buy |
6,940
+10
| +0.1% | +$682 | 0.08% | 170 |
|
|
2023
Q3 | $434K | Buy |
6,930
+10
| +0.1% | +$657 | 0.07% | 159 |
|
|
2023
Q2 | $445K | Buy |
6,920
+20
| +0.3% | +$1.13K | 0.06% | 170 |
|
|
2023
Q1 | $366K | Buy |
6,900
+30
| +0.4% | +$1.47K | 0.06% | 194 |
|
|
2022
Q4 | $289K | Buy |
6,870
+110
| +2% | +$4.6K | 0.05% | 213 |
|
|
2022
Q3 | $247K | Buy |
6,760
+40
| +0.6% | +$1.78K | 0.04% | 230 |
|
|
2022
Q2 | $286K | Hold |
6,720
| – | – | 0.05% | 223 |
|
|
2022
Q1 | $361K | Buy |
6,720
+240
| +4% | +$14K | 0.05% | 210 |
|
|
2021
Q4 | $466K | Sell |
6,480
-170
| -3% | -$10.7K | 0.06% | 171 |
|
|
2021
Q3 | $378K | Buy |
6,650
+260
| +4% | +$15.8K | 0.06% | 170 |
|
|
2021
Q2 | $416K | Sell |
6,390
-500
| -7% | -$31.6K | 0.08% | 113 |
|
|
2021
Q1 | $410K | Sell |
6,890
-1,000
| -13% | -$54.5K | 0.09% | 108 |
|
|
2020
Q4 | $373K | Sell |
7,890
-90
| -1% | -$3.79K | 0.09% | 107 |
|
|
2020
Q3 | $265K | Sell |
7,980
-5,350
| -40% | -$184K | 0.07% | 118 |
|
|
2020
Q2 | $431K | Buy |
13,330
+3,440
| +35% | +$93.8K | 0.13% | 77 |
|
|
2020
Q1 | $237K | Sell |
9,890
-670
| -6% | -$19.3K | 0.1% | 93 |
|
|
2019
Q4 | $309K | Sell |
10,560
-1,640
| -13% | -$43.6K | 0.11% | 99 |
|
|
2019
Q3 | $282K | Sell |
12,200
-3,000
| -20% | -$63K | 0.11% | 98 |
|
|
2019
Q2 | $285K | Buy |
15,200
+1,010
| +7% | +$19.2K | 0.11% | 83 |
|
|
2019
Q1 | $254K | Sell |
14,190
-2,000
| -12% | -$33.4K | 0.11% | 91 |
|
|
2018
Q4 | $220K | Hold |
16,190
| – | – | 0.09% | 131 |
|
|
2018
Q3 | $246K | Hold |
16,190
| – | – | 0.07% | 136 |
|
|
2018
Q2 | $280K | Sell |
16,190
-2,130
| -12% | -$41K | 0.09% | 99 |
|
|
2018
Q1 | $372K | Sell |
18,320
-5,680
| -24% | -$113K | 0.14% | 100 |
|
|
2017
Q4 | $443K | Buy |
+24,000
| New | +$472K | 0.21% | 74 |
|
Other funds holding LRCX
VCM
VPM
Fort Point Capital Partners's LRCX Position: Q1 2026 in Review
Fort Point Capital Partners reduced its Lam Research (LRCX) stake by 0.77% in Q1 2026, selling an estimated $23K and leaving 13,272 shares worth $2.84M. The position accounts for 0.34% of the portfolio, ranked #52.
Fort Point Capital Partners first reported a position in LRCX in Q4 2017 and has held it in 33 quarters since. The position peaked at $2.91M in Q4 2025. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.
- Fort Point Capital Partners held 13,272 shares of Lam Research worth $2.84M as of Q1 2026.
- Fort Point Capital Partners sold 103 Lam Research shares in Q1 2026, an estimated $23K.
- Lam Research made up 0.34% of Fort Point Capital Partners's portfolio in Q1 2026, its #52 holding.
- Fort Point Capital Partners first reported a position in Lam Research in Q4 2017 and has held it in 33 quarters since.
- Fort Point Capital Partners's Lam Research position peaked at $2.91M in Q4 2025.
- 2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.
Based on Fort Point Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.