Gavin Baker’s Lam Research LRCX Stock Holding History

Gavin Baker’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	-89,680	Closed	-$6.48M	–	50
2024 Q4	$6.48M	Buy	+89,680	New	+$6.8M	0.14%	42

Other funds holding LRCX

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Gavin Baker's LRCX Position: Q1 2025 in Review

Gavin Baker sold out of Lam Research (LRCX) in Q1 2025, closing a stake of 89,680 shares — an estimated $6.48M sold.

Gavin Baker first reported a position in LRCX in Q4 2024 and held it in 1 quarter. The position peaked at $6.48M in Q4 2024. 1,799 funds tracked by Wall St. Rank hold LRCX as of Q1 2025.

Gavin Baker reported no remaining Lam Research position as of Q1 2025 after selling out during the quarter.
Gavin Baker sold 89,680 Lam Research shares in Q1 2025, an estimated $6.48M.
Gavin Baker first reported a position in Lam Research in Q4 2024 and held it in 1 quarter.
Gavin Baker's Lam Research position peaked at $6.48M in Q4 2024.
1,799 funds tracked by Wall St. Rank held Lam Research as of Q1 2025.

Based on Atreides Management's 13F filing for Q1 2025, filed 15 May 2025.