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Harfst & Associates’s Lam Research LRCX Stock Holding History

Harfst & Associates’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 		$4.85M Sell
22,703
-1,203
-5% -$269K 0.87% 18
2025
Q4 		$4.09M Sell
23,906
-2,591
-10% -$403K 0.74% 20
2025
Q3 		$3.55M Sell
26,497
-165
-0.6% -$17.5K 0.65% 20
2025
Q2 		$2.6M Sell
26,662
-761
-3% -$60.4K 0.54% 28
2025
Q1 		$1.99M Buy
27,423
+570
+2% +$44.9K 0.46% 37
2024
Q4 		$1.94M Buy
26,853
+3,963
+17% +$301K 0.4% 51
2024
Q3 		$1.87M Buy
22,890
+6,390
+39% +$556K 0.42% 55
2024
Q2 		$1.76M Buy
16,500
+220
+1% +$21.1K 0.41% 46
2024
Q1 		$1.58M Buy
+16,280
New +$1.43M 0.38% 50

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