IPG Investment Advisors’s Lam Research LRCX Stock Holding History

IPG 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	$1.58M	Sell	7,404 -2,856	-28%	-$639K	0.27%	79
2025 Q4	$1.76M	Buy	10,260 +8,060	+366%	+$1.25M	0.31%	69
2025 Q3	$295K	Sell	2,200 -2,780	-56%	-$294K	0.05%	172
2025 Q2	$485K	Buy	+4,980	New	+$395K	0.09%	108
2021 Q2	–	Sell	-19,120	Closed	-$1.14M	–	194
2021 Q1	$1.14M	Buy	+19,120	New	+$1.04M	0.22%	76
2018 Q4	–	Sell	-53,850	Closed	-$817K	–	168
2018 Q3	$817K	Buy	53,850 +1,640	+3%	+$28K	0.26%	55
2018 Q2	$902K	Buy	52,210 +20,860	+67%	+$402K	0.32%	48
2018 Q1	$637K	Buy	+31,350	New	+$621K	0.21%	68

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

IPG Investment Advisors's LRCX Position: Q1 2026 in Review

IPG Investment Advisors reduced its Lam Research (LRCX) stake by 28% in Q1 2026, selling an estimated $639K and leaving 7,404 shares worth $1.58M. The position accounts for 0.27% of the portfolio, ranked #79.

IPG Investment Advisors first reported a position in LRCX in Q1 2018 and has held it in 8 quarters since. The position peaked at $1.76M in Q4 2025. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

IPG Investment Advisors held 7,404 shares of Lam Research worth $1.58M as of Q1 2026.
IPG Investment Advisors sold 2,856 Lam Research shares in Q1 2026, an estimated $639K.
Lam Research made up 0.27% of IPG Investment Advisors's portfolio in Q1 2026, its #79 holding.
IPG Investment Advisors first reported a position in Lam Research in Q1 2018 and has held it in 8 quarters since.
IPG Investment Advisors's Lam Research position peaked at $1.76M in Q4 2025.
2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on IPG Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.