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Foyston, Gordon, & Payne’s Lam Research LRCX Stock Holding History

Foyston, Gordon, & Payne’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 		– Sell
-15,406
Closed -$2.64M – 69
2025
Q4 		$2.64M Sell
15,406
-17,445
-53% -$2.71M 0.57% 41
2025
Q3 		$4.4M Sell
32,851
-591
-2% -$62.6K 0.96% 32
2025
Q2 		$3.26M Buy
33,442
+139
+0.4% +$11K 0.74% 36
2025
Q1 		$2.42M Buy
33,303
+332
+1% +$26.1K 0.6% 37
2024
Q4 		$2.38M Buy
+32,971
New +$2.5M 0.63% 37

Other funds holding LRCX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Foyston, Gordon, & Payne's LRCX Position: Q1 2026 in Review

Foyston, Gordon, & Payne sold out of Lam Research (LRCX) in Q1 2026, closing a stake of 15,406 shares — an estimated $2.64M sold.

Foyston, Gordon, & Payne first reported a position in LRCX in Q4 2024 and held it in 5 quarters. The position peaked at $4.4M in Q3 2025. 2,647 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • Foyston, Gordon, & Payne reported no remaining Lam Research position as of Q1 2026 after selling out during the quarter.
  • Foyston, Gordon, & Payne sold 15,406 Lam Research shares in Q1 2026, an estimated $2.64M.
  • Foyston, Gordon, & Payne first reported a position in Lam Research in Q4 2024 and held it in 5 quarters.
  • Foyston, Gordon, & Payne's Lam Research position peaked at $4.4M in Q3 2025.
  • 2,647 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Foyston, Gordon, & Payne's 13F filing for Q1 2026, filed 11 May 2026.