J.P. Marvel Investment Advisors’s Lam Research LRCX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $35.1M | Sell |
164,243
-45
| -0% | -$10.1K | 4.98% | 6 |
|
|
2025
Q4 | $28.1M | Sell |
164,288
-90
| -0.1% | -$14K | 3.91% | 8 |
|
|
2025
Q3 | $22M | Sell |
164,378
-142
| -0.1% | -$15K | 3.2% | 10 |
|
|
2025
Q2 | $16M | Sell |
164,520
-50
| -0% | -$3.97K | 2.58% | 10 |
|
|
2025
Q1 | $12M | Sell |
164,570
-135
| -0.1% | -$10.6K | 2.07% | 14 |
|
|
2024
Q4 | $11.9M | Sell |
164,705
-3,045
| -2% | -$231K | 1.96% | 14 |
|
|
2024
Q3 | $13.7M | Sell |
167,750
-120
| -0.1% | -$10.4K | 2.23% | 12 |
|
|
2024
Q2 | $17.9M | Sell |
167,870
-100
| -0.1% | -$9.59K | 2.93% | 10 |
|
|
2024
Q1 | $16.3M | Sell |
167,970
-150
| -0.1% | -$13.2K | 2.82% | 11 |
|
|
2023
Q4 | $13.2M | Hold |
168,120
| – | – | 2.61% | 12 |
|
|
2023
Q3 | $10.5M | Hold |
168,120
| – | – | 2.27% | 12 |
|
|
2023
Q2 | $10.8M | Hold |
168,120
| – | – | 2.26% | 15 |
|
|
2023
Q1 | $8.91M | Sell |
168,120
-220
| -0.1% | -$10.8K | 2.01% | 18 |
|
|
2022
Q4 | $7.08M | Sell |
168,340
-1,120
| -0.7% | -$46.9K | 1.66% | 26 |
|
|
2022
Q3 | $6.2M | Hold |
169,460
| – | – | 1.58% | 25 |
|
|
2022
Q2 | $7.22M | Sell |
169,460
-180
| -0.1% | -$8.57K | 1.74% | 24 |
|
|
2022
Q1 | $9.12M | Hold |
169,640
| – | – | 1.86% | 22 |
|
|
2021
Q4 | $12.2M | Sell |
169,640
-780
| -0.5% | -$48.9K | 2.38% | 15 |
|
|
2021
Q3 | $9.7M | Sell |
170,420
-200
| -0.1% | -$12.2K | 2.92% | 13 |
|
|
2021
Q2 | $11.1M | Sell |
170,620
-600
| -0.4% | -$37.9K | 2.36% | 16 |
|
|
2021
Q1 | $10.2M | Sell |
171,220
-640
| -0.4% | -$34.9K | 2.41% | 16 |
|
|
2020
Q4 | $8.12M | Hold |
171,860
| – | – | 2.1% | 19 |
|
|
2020
Q3 | $5.7M | Sell |
171,860
-1,000
| -0.6% | -$34.5K | 1.64% | 27 |
|
|
2020
Q2 | $5.59M | Hold |
172,860
| – | – | 1.77% | 25 |
|
|
2020
Q1 | $4.15M | Buy |
172,860
+1,800
| +1% | +$51.8K | 1.57% | 28 |
|
|
2019
Q4 | $5M | Sell |
171,060
-40
| -0% | -$1.06K | 1.45% | 34 |
|
|
2019
Q3 | $3.95M | Buy |
+171,100
| New | +$3.59M | 1.27% | 35 |
|
|
2019
Q1 | $3.06M | Sell |
170,650
-700
| -0.4% | -$11.7K | 0.99% | 41 |
|
|
2018
Q4 | $2.33M | Buy |
+171,350
| New | +$2.46M | 0.84% | 41 |
|
|
2018
Q2 | $3.54M | Hold |
204,900
| – | – | 1.09% | 39 |
|
|
2018
Q1 | $4.16M | Sell |
204,900
-3,300
| -2% | -$65.4K | 1.29% | 34 |
|
|
2017
Q4 | $3.83M | Sell |
208,200
-500
| -0.2% | -$9.82K | 1.17% | 39 |
|
|
2017
Q3 | $3.86M | Sell |
208,700
-4,100
| -2% | -$66.5K | 1.23% | 36 |
|
|
2017
Q2 | $3.01M | Hold |
212,800
| – | – | 1% | 43 |
|
|
2017
Q1 | $2.73M | Sell |
212,800
-10,300
| -5% | -$121K | 0.9% | 46 |
|
|
2016
Q4 | $2.36M | Hold |
223,100
| – | – | 0.81% | 45 |
|
|
2016
Q3 | $2.11M | Buy |
223,100
+95,900
| +75% | +$873K | 0.75% | 46 |
|
|
2016
Q2 | $1.07M | Buy |
+127,200
| New | +$1.02M | 0.37% | 54 |
|
Other funds holding LRCX
VCM
VPM
J.P. Marvel Investment Advisors's LRCX Position: Q1 2026 in Review
J.P. Marvel Investment Advisors reduced its Lam Research (LRCX) stake by 0.03% in Q1 2026, selling an estimated $10.1K and leaving 164,243 shares worth $35.1M. The position accounts for 4.98% of the portfolio, ranked #6.
J.P. Marvel Investment Advisors first reported a position in LRCX in Q2 2016 and has held it in 38 quarters since. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.
- J.P. Marvel Investment Advisors held 164,243 shares of Lam Research worth $35.1M as of Q1 2026.
- J.P. Marvel Investment Advisors sold 45 Lam Research shares in Q1 2026, an estimated $10.1K.
- Lam Research made up 4.98% of J.P. Marvel Investment Advisors's portfolio in Q1 2026, its #6 holding.
- J.P. Marvel Investment Advisors first reported a position in Lam Research in Q2 2016 and has held it in 38 quarters since.
- 2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.
Based on J.P. Marvel Investment Advisors's 13F filing for Q1 2026, filed 6 May 2026.