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Gabelli Funds’s Lam Research LRCX Stock Holding History

Gabelli Funds’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 		$504K Sell
2,360
-30
-1% -$6.71K ﹤0.01% 1038
2025
Q4 		$409K Sell
2,390
-165
-6% -$25.7K ﹤0.01% 1058
2025
Q3 		$342K Sell
2,555
-45
-2% -$4.76K ﹤0.01% 1098
2025
Q2 		$253K Buy
+2,600
New +$206K ﹤0.01% 1116
2024
Q3 		– Sell
-3,000
Closed -$319K – 1110
2024
Q2 		$319K Buy
3,000
+160
+6% +$15.3K ﹤0.01% 947
2024
Q1 		$276K Buy
+2,840
New +$250K ﹤0.01% 956
2022
Q2 		– Sell
-225,000
Closed -$12.1M – 1408
2022
Q1 		$12.1M Sell
225,000
-3,800
-2% -$221K 0.08% 318
2021
Q4 		$16.5M Sell
228,800
-50,200
-18% -$3.15M 0.1% 248
2021
Q3 		$15.9M Sell
279,000
-26,200
-9% -$1.59M 0.11% 248
2021
Q2 		$19.9M Hold
305,200
– – 0.13% 216
2021
Q1 		$18.2M Hold
305,200
– – 0.12% 218
2020
Q4 		$14.4M Sell
305,200
-112,800
-27% -$4.75M 0.1% 251
2020
Q3 		$13.9M Hold
418,000
– – 0.11% 241
2020
Q2 		$13.5M Buy
418,000
+183,000
+78% +$4.99M 0.11% 244
2020
Q1 		$5.64M Buy
+235,000
New +$6.77M 0.05% 395
2014
Q3 		– Sell
-50,000
Closed -$338K – 1108
2014
Q2 		$338K Sell
50,000
-21,250
-30% -$127K ﹤0.01% 1009
2014
Q1 		$392K Hold
71,250
– – ﹤0.01% 980
2013
Q4 		$388K Sell
71,250
-20,000
-22% -$105K ﹤0.01% 968
2013
Q3 		$467K Hold
91,250
– – ﹤0.01% 936
2013
Q2 		$405K Buy
+91,250
New +$413K ﹤0.01% 947

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

Gabelli Funds's LRCX Position: Q1 2026 in Review

Gabelli Funds reduced its Lam Research (LRCX) stake by 1.3% in Q1 2026, selling an estimated $6.71K and leaving 2,360 shares worth $504K. The position accounts for ﹤0.01% of the portfolio, ranked #1038.

Gabelli Funds first reported a position in LRCX in Q2 2013 and has held it in 20 quarters since. The position peaked at $19.9M in Q2 2021. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • Gabelli Funds held 2,360 shares of Lam Research worth $504K as of Q1 2026.
  • Gabelli Funds sold 30 Lam Research shares in Q1 2026, an estimated $6.71K.
  • Lam Research made up ﹤0.01% of Gabelli Funds's portfolio in Q1 2026, its #1038 holding.
  • Gabelli Funds first reported a position in Lam Research in Q2 2013 and has held it in 20 quarters since.
  • Gabelli Funds's Lam Research position peaked at $19.9M in Q2 2021.
  • 2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Gabelli Funds's 13F filing for Q1 2026, filed 14 May 2026.