Grandfield & Dodd’s Lam Research LRCX Stock Holding History

Grandfield & Dodd’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	$566K	Hold	2,650	–	–	0.03%	138
2025 Q4	$454K	Hold	2,650	–	–	0.03%	148
2025 Q3	$355K	Hold	2,650	–	–	0.02%	168
2025 Q2	$258K	Buy	+2,650	New	+$210K	0.02%	190
2024 Q4	–	Sell	-2,650	Closed	-$216K	–	209
2024 Q3	$216K	Sell	2,650 -250	-9%	-$21.7K	0.01%	202
2024 Q2	$309K	Hold	2,900	–	–	0.02%	171
2024 Q1	$282K	Hold	2,900	–	–	0.02%	175
2023 Q4	$227K	Buy	+2,900	New	+$198K	0.02%	185
2022 Q2	–	Sell	-4,200	Closed	-$230K	–	197
2022 Q1	$230K	Hold	4,200	–	–	0.02%	188
2021 Q4	$300K	Buy	4,200 +50	+1%	+$3.13K	0.02%	174
2021 Q3	$240K	Buy	4,150 +1,000	+32%	+$60.8K	0.02%	187
2021 Q2	$200K	Sell	3,150 -350	-10%	-$22.1K	0.01%	203
2021 Q1	$210K	Buy	+3,500	New	+$191K	0.02%	194

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

Grandfield & Dodd's LRCX Position: Q1 2026 in Review

Grandfield & Dodd held its Lam Research (LRCX) position steady in Q1 2026 at 2,650 shares worth $566K. The position accounts for 0.03% of the portfolio, ranked #138.

Grandfield & Dodd first reported a position in LRCX in Q1 2021 and has held it in 13 quarters since. 2,631 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

Grandfield & Dodd held 2,650 shares of Lam Research worth $566K as of Q1 2026.
Grandfield & Dodd left its Lam Research share count unchanged in Q1 2026.
Lam Research made up 0.03% of Grandfield & Dodd's portfolio in Q1 2026, its #138 holding.
Grandfield & Dodd first reported a position in Lam Research in Q1 2021 and has held it in 13 quarters since.
2,631 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Grandfield & Dodd's 13F filing for Q1 2026, filed 7 May 2026.