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Hamilton Point Investment Advisors’s Lam Research LRCX Stock Holding History

Hamilton Point Investment 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 		$432K Hold
2,020
– – 0.07% 102
2025
Q4 		$346K Hold
2,020
– – 0.05% 109
2025
Q3 		$271K Buy
+2,020
New +$214K 0.04% 118
2024
Q3 		– Sell
-2,020
Closed -$216K – 160
2024
Q2 		$216K Buy
+2,020
New +$194K 0.04% 111

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

Hamilton Point Investment Advisors's LRCX Position: Q1 2026 in Review

Hamilton Point Investment Advisors held its Lam Research (LRCX) position steady in Q1 2026 at 2,020 shares worth $432K. The position accounts for 0.07% of the portfolio, ranked #102.

Hamilton Point Investment Advisors first reported a position in LRCX in Q2 2024 and has held it in 4 quarters since. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • Hamilton Point Investment Advisors held 2,020 shares of Lam Research worth $432K as of Q1 2026.
  • Hamilton Point Investment Advisors left its Lam Research share count unchanged in Q1 2026.
  • Lam Research made up 0.07% of Hamilton Point Investment Advisors's portfolio in Q1 2026, its #102 holding.
  • Hamilton Point Investment Advisors first reported a position in Lam Research in Q2 2024 and has held it in 4 quarters since.
  • 2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Hamilton Point Investment Advisors's 13F filing for Q1 2026, filed 6 May 2026.