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Fortis Capital Management’s Lam Research LRCX Stock Holding History

Fortis Capital 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 		$325K Sell
1,522
-56
-4% -$12.5K 0.03% 167
2025
Q4 		$270K Buy
+1,578
New +$245K 0.04% 168

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

Fortis Capital Management's LRCX Position: Q1 2026 in Review

Fortis Capital Management reduced its Lam Research (LRCX) stake by 3.5% in Q1 2026, selling an estimated $12.5K and leaving 1,522 shares worth $325K. The position accounts for 0.03% of the portfolio, ranked #167.

Fortis Capital Management first reported a position in LRCX in Q4 2025 and has held it in 2 quarters since. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • Fortis Capital Management held 1,522 shares of Lam Research worth $325K as of Q1 2026.
  • Fortis Capital Management sold 56 Lam Research shares in Q1 2026, an estimated $12.5K.
  • Lam Research made up 0.03% of Fortis Capital Management's portfolio in Q1 2026, its #167 holding.
  • Fortis Capital Management first reported a position in Lam Research in Q4 2025 and has held it in 2 quarters since.
  • 2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Fortis Capital Management's 13F filing for Q1 2026, filed 12 May 2026.