Hel Ved Capital Management’s Lam Research LRCX Stock Holding History

Hel Ved Capital 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	$5.31M	Sell	24,844 -2,430	-9%	-$543K	0.63%	24
2025 Q4	$4.67M	Buy	+27,274	New	+$4.24M	1.25%	26
2025 Q3	–	Sell	-28,450	Closed	-$2.77M	–	94
2025 Q2	$2.77M	Sell	28,450 -105,250	-79%	-$8.35M	0.73%	39
2025 Q1	$9.72M	Buy	+133,700	New	+$10.5M	3.51%	7
2023 Q4	–	Sell	-3,320	Closed	-$208K	–	60
2023 Q3	$208K	Buy	+3,320	New	+$218K	0.07%	43
2022 Q4	–	Sell	-304,730	Closed	-$11.2M	–	16
2022 Q3	$11.2M	Sell	304,730 -626,990	-67%	-$27.9M	8.58%	4
2022 Q2	$39.7M	Buy	+931,720	New	+$44.4M	24.34%	1
2021 Q1	$19.6M	Buy	+364,000	New	+$19.8M	16.76%	3

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

Hel Ved Capital Management's LRCX Position: Q1 2026 in Review

Hel Ved Capital Management reduced its Lam Research (LRCX) stake by 8.9% in Q1 2026, selling an estimated $543K and leaving 24,844 shares worth $5.31M. The position accounts for 0.63% of the portfolio, ranked #24.

Hel Ved Capital Management first reported a position in LRCX in Q1 2021 and has held it in 8 quarters since. The position peaked at $39.7M in Q2 2022. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

Hel Ved Capital Management held 24,844 shares of Lam Research worth $5.31M as of Q1 2026.
Hel Ved Capital Management sold 2,430 Lam Research shares in Q1 2026, an estimated $543K.
Lam Research made up 0.63% of Hel Ved Capital Management's portfolio in Q1 2026, its #24 holding.
Hel Ved Capital Management first reported a position in Lam Research in Q1 2021 and has held it in 8 quarters since.
Hel Ved Capital Management's Lam Research position peaked at $39.7M in Q2 2022.
2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Hel Ved Capital Management's 13F filing for Q1 2026, filed 15 May 2026.