Impact Asset Management’s Lam Research LRCX Stock Holding History

Impact Asset 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
2025 Q1	$2.03M	Sell	27,920 -7,000	-20%	-$551K	0.8%	42
2024 Q4	$2.52M	Sell	34,920 -25,330	-42%	-$1.92M	1%	39
2024 Q3	$4.92M	Buy	+60,250	New	+$5.24M	1.89%	30

Other funds holding LRCX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Impact Asset Management's LRCX Position: Q1 2025 in Review

Impact Asset Management reduced its Lam Research (LRCX) stake by 20% in Q1 2025, selling an estimated $551K and leaving 27,920 shares worth $2.03M. The position accounts for 0.8% of the portfolio, ranked #42.

Impact Asset Management first reported a position in LRCX in Q3 2024 and has held it in 3 quarters since. The position peaked at $4.92M in Q3 2024. 1,796 funds tracked by Wall St. Rank hold LRCX as of Q1 2025.

Impact Asset Management held 27,920 shares of Lam Research worth $2.03M as of Q1 2025.
Impact Asset Management sold 7,000 Lam Research shares in Q1 2025, an estimated $551K.
Lam Research made up 0.8% of Impact Asset Management's portfolio in Q1 2025, its #42 holding.
Impact Asset Management first reported a position in Lam Research in Q3 2024 and has held it in 3 quarters since.
Impact Asset Management's Lam Research position peaked at $4.92M in Q3 2024.
1,796 funds tracked by Wall St. Rank held Lam Research as of Q1 2025.

Based on Impact Asset Management's 13F filing for Q1 2025, filed 14 Aug 2025.