Four Tree Island Advisory’s Lam Research LRCX Stock Holding History

Four Tree Island Advisory’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	$48.8M	Sell	228,300 -770	-0.3%	-$172K	24.62%	1
2025 Q4	$39.2M	Sell	229,070 -5,472	-2%	-$851K	21.64%	1
2025 Q3	$28.9M	Sell	234,542 -2	-0%	-$212	18.45%	1
2025 Q2	$22.8M	Sell	234,544 -20,822	-8%	-$1.65M	16.06%	1
2025 Q1	$18.6M	Buy	255,366 +11,217	+5%	+$883K	13.04%	4
2024 Q4	$17.6M	Buy	+244,149	New	+$18.5M	12.18%	4

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

Four Tree Island Advisory's LRCX Position: Q1 2026 in Review

Four Tree Island Advisory reduced its Lam Research (LRCX) stake by 0.34% in Q1 2026, selling an estimated $172K and leaving 228,300 shares worth $48.8M. The position accounts for 24.62% of the portfolio, ranked #1.

Four Tree Island Advisory first reported a position in LRCX in Q4 2024 and has held it in 6 quarters since. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

Four Tree Island Advisory held 228,300 shares of Lam Research worth $48.8M as of Q1 2026.
Four Tree Island Advisory sold 770 Lam Research shares in Q1 2026, an estimated $172K.
Lam Research made up 24.62% of Four Tree Island Advisory's portfolio in Q1 2026, its #1 holding.
Four Tree Island Advisory first reported a position in Lam Research in Q4 2024 and has held it in 6 quarters since.
2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Four Tree Island Advisory's 13F filing for Q1 2026, filed 11 May 2026.