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Frank Rimerman Advisors’s Lam Research LRCX Stock Holding History

Frank Rimerman Advisors’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 		$3.59M Buy
16,802
+13
+0.1% +$2.91K 0.24% 73
2025
Q4 		$2.87M Buy
16,789
+86
+0.5% +$13.4K 0.18% 92
2025
Q3 		$2.24M Buy
16,703
+1,144
+7% +$121K 0.14% 112
2025
Q2 		$1.51M Sell
15,559
-18,181
-54% -$1.44M 0.1% 150
2025
Q1 		$2.45M Buy
33,740
+18,681
+124% +$1.47M 0.19% 87
2024
Q4 		$1.09M Sell
15,059
-1,081
-7% -$82K 0.08% 187
2024
Q3 		$1.32M Sell
16,140
-12,980
-45% -$1.13M 0.09% 174
2024
Q2 		$3.1M Buy
29,120
+29,040
+36,300% +$2.79M 0.22% 73
2024
Q1 		$7.77K Hold
80
– – ﹤0.01% 186
2023
Q4 		$6.27K Buy
+80
New +$5.45K ﹤0.01% 189
2022
Q2 		– Sell
-13,110
Closed -$705K – 108
2022
Q1 		$705K Hold
13,110
– – 0.23% 60
2021
Q4 		$943K Buy
13,110
+5,140
+64% +$322K 0.32% 47
2021
Q3 		$454K Buy
+7,970
New +$485K 0.18% 68

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

Frank Rimerman Advisors's LRCX Position: Q1 2026 in Review

Frank Rimerman Advisors increased its Lam Research (LRCX) stake by 0.08% in Q1 2026, buying an estimated $2.91K and bringing the position to 16,802 shares worth $3.59M. The position accounts for 0.24% of the portfolio, ranked #73.

Frank Rimerman Advisors first reported a position in LRCX in Q3 2021 and has held it in 13 quarters since. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • Frank Rimerman Advisors held 16,802 shares of Lam Research worth $3.59M as of Q1 2026.
  • Frank Rimerman Advisors bought 13 Lam Research shares in Q1 2026, an estimated $2.91K.
  • Lam Research made up 0.24% of Frank Rimerman Advisors's portfolio in Q1 2026, its #73 holding.
  • Frank Rimerman Advisors first reported a position in Lam Research in Q3 2021 and has held it in 13 quarters since.
  • 2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Frank Rimerman Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.