Generate Investment Management’s Lam Research LRCX Stock Holding History

Generate Investment Management’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	$32.3M	Buy	151,334 +60,964	+67%	+$13.6M	1.59%	14
2025 Q4	$15.5M	Sell	90,370 -82,624	-48%	-$12.9M	0.71%	38
2025 Q3	$23.2M	Sell	172,994 -284,473	-62%	-$30.1M	1.18%	26
2025 Q2	$44.5M	Buy	457,467 +141,982	+45%	+$11.3M	2.47%	9
2025 Q1	$22.9M	Buy	+315,485	New	+$24.8M	1.61%	17
2024 Q4	–	Sell	-201,820	Closed	-$16.5M	–	85
2024 Q3	$16.5M	Buy	201,820 +77,820	+63%	+$6.77M	1.1%	33
2024 Q2	$13.2M	Sell	124,000 -30,280	-20%	-$2.9M	0.78%	32
2024 Q1	$15M	Buy	154,280 +1,090	+0.7%	+$95.9K	1.09%	28
2023 Q4	$12M	Buy	+153,190	New	+$10.4M	1.04%	37

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

Generate Investment Management's LRCX Position: Q1 2026 in Review

Generate Investment Management increased its Lam Research (LRCX) stake by 67% in Q1 2026, buying an estimated $13.6M and bringing the position to 151,334 shares worth $32.3M. The position accounts for 1.59% of the portfolio, ranked #14.

Generate Investment Management first reported a position in LRCX in Q4 2023 and has held it in 9 quarters since. The position peaked at $44.5M in Q2 2025. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

Generate Investment Management held 151,334 shares of Lam Research worth $32.3M as of Q1 2026.
Generate Investment Management bought 60,964 Lam Research shares in Q1 2026, an estimated $13.6M.
Lam Research made up 1.59% of Generate Investment Management's portfolio in Q1 2026, its #14 holding.
Generate Investment Management first reported a position in Lam Research in Q4 2023 and has held it in 9 quarters since.
Generate Investment Management's Lam Research position peaked at $44.5M in Q2 2025.
2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Generate Investment Management's 13F filing for Q1 2026, filed 16 Apr 2026.