Foundry Partners’s Lam Research LRCX Stock Holding History

Foundry Partners’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
2025 Q1	–	Sell	-3,450	Closed	-$249K	–	278
2024 Q4	$249K	Hold	3,450	–	–	0.01%	262
2024 Q3	$282K	Sell	3,450 -250	-7%	-$21.7K	0.01%	274
2024 Q2	$394K	Hold	3,700	–	–	0.02%	255
2024 Q1	$359K	Sell	3,700 -200	-5%	-$17.6K	0.02%	243
2023 Q4	$305K	Hold	3,900	–	–	0.02%	259
2023 Q3	$244K	Sell	3,900 -650	-14%	-$42.7K	0.02%	274
2023 Q2	$293K	Sell	4,550 -164,400	-97%	-$9.27M	0.02%	292
2023 Q1	$8.96M	Sell	168,950 -79,150	-32%	-$3.88M	0.56%	52
2022 Q4	$10.4M	Sell	248,100 -95,200	-28%	-$3.98M	0.58%	51
2022 Q3	$12.6M	Buy	343,300 +3,050	+0.9%	+$136K	0.79%	42
2022 Q2	$14.5M	Sell	340,250 -12,290	-3%	-$585K	0.87%	39
2022 Q1	$19M	Sell	352,540 -6,770	-2%	-$394K	0.97%	34
2021 Q4	$25.8M	Buy	359,310 +1,260	+0.4%	+$79K	0.92%	20
2021 Q3	$20.4M	Sell	358,050 -4,750	-1%	-$289K	0.73%	35
2021 Q2	$23.6M	Sell	362,800 -48,200	-12%	-$3.04M	0.81%	20
2021 Q1	$24.5M	Sell	411,000 -50,690	-11%	-$2.76M	0.8%	21
2020 Q4	$21.8M	Sell	461,690 -31,000	-6%	-$1.3M	0.86%	17
2020 Q3	$16.3M	Buy	492,690 +249,020	+102%	+$8.58M	0.79%	27
2020 Q2	$7.88M	Sell	243,670 -125,600	-34%	-$3.43M	0.38%	95
2020 Q1	$8.86M	Buy	369,270 +1,250	+0.3%	+$36K	0.5%	65
2019 Q4	$10.8M	Sell	368,020 -171,280	-32%	-$4.55M	0.41%	91
2019 Q3	$12.5M	Sell	539,300 -36,250	-6%	-$761K	0.51%	65
2019 Q2	$10.8M	Sell	575,550 -8,000	-1%	-$152K	0.43%	80
2019 Q1	$10.4M	Sell	583,550 -250	-0%	-$4.17K	0.42%	79
2018 Q4	$7.95M	Sell	583,800 -379,120	-39%	-$5.43M	0.36%	94
2018 Q3	$14.6M	Buy	962,920 +148,720	+18%	+$2.54M	0.55%	44
2018 Q2	$14.1M	Buy	814,200 +20,500	+3%	+$395K	0.58%	40
2018 Q1	$16.1M	Sell	793,700 -7,500	-0.9%	-$149K	0.69%	28
2017 Q4	$14.7M	Sell	801,200 -39,300	-5%	-$772K	0.61%	41
2017 Q3	$15.6M	Sell	840,500 -79,250	-9%	-$1.29M	0.62%	34
2017 Q2	$13M	Sell	919,750 -268,600	-23%	-$3.94M	0.53%	51
2017 Q1	$15.3M	Sell	1,188,350 -195,200	-14%	-$2.29M	0.64%	28
2016 Q4	$14.6M	Sell	1,383,550 -12,750	-0.9%	-$129K	0.63%	24
2016 Q3	$13.2M	Buy	1,396,300 +292,900	+27%	+$2.66M	0.7%	29
2016 Q2	$9.28M	Buy	1,103,400 +38,500	+4%	+$309K	0.53%	62
2016 Q1	$8.8M	Buy	+1,064,900	New	+$7.75M	0.87%	31
2015 Q2	–	Sell	-47,900	Closed	-$336K	–	275
2015 Q1	$336K	Sell	47,900 -831,450	-95%	-$6.57M	0.03%	233
2014 Q4	$6.98M	Buy	+879,350	New	+$6.82M	0.57%	63
2014 Q1	–	Sell	-1,680,950	Closed	-$9.15M	–	293
2013 Q4	$9.15M	Buy	+1,680,950	New	+$8.84M	0.82%	36

Other funds holding LRCX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Foundry Partners's LRCX Position: Q1 2025 in Review

Foundry Partners sold out of Lam Research (LRCX) in Q1 2025, closing a stake of 3,450 shares — an estimated $249K sold.

Foundry Partners first reported a position in LRCX in Q4 2013 and held it in 39 quarters. The position peaked at $25.8M in Q4 2021. 1,796 funds tracked by Wall St. Rank hold LRCX as of Q1 2025.

Foundry Partners reported no remaining Lam Research position as of Q1 2025 after selling out during the quarter.
Foundry Partners sold 3,450 Lam Research shares in Q1 2025, an estimated $249K.
Foundry Partners first reported a position in Lam Research in Q4 2013 and held it in 39 quarters.
Foundry Partners's Lam Research position peaked at $25.8M in Q4 2021.
1,796 funds tracked by Wall St. Rank held Lam Research as of Q1 2025.

Based on Foundry Partners's 13F filing for Q1 2025, filed 5 May 2025.