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J. Stern & Co’s Lam Research LRCX Stock Holding History

J. Stern & Co’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 		$4.2M Sell
19,664
-3,439,713
-99% -$769M 0.41% 21
2025
Q4 		$3.46B Buy
3,459,377
+3,371,283
+3,827% +$524M 0.29% 23
2025
Q3 		$11.8M Buy
88,094
+52,619
+148% +$5.57M 0.89% 19
2025
Q2 		$2.88M Buy
+35,475
New +$2.81M 0.25% 28

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

J. Stern & Co's LRCX Position: Q1 2026 in Review

J. Stern & Co reduced its Lam Research (LRCX) stake by 99% in Q1 2026, selling an estimated $769M and leaving 19,664 shares worth $4.2M. The position accounts for 0.41% of the portfolio, ranked #21.

J. Stern & Co first reported a position in LRCX in Q2 2025 and has held it in 4 quarters since. The position peaked at $3.46B in Q4 2025. 2,632 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • J. Stern & Co held 19,664 shares of Lam Research worth $4.2M as of Q1 2026.
  • J. Stern & Co sold 3,439,713 Lam Research shares in Q1 2026, an estimated $769M.
  • Lam Research made up 0.41% of J. Stern & Co's portfolio in Q1 2026, its #21 holding.
  • J. Stern & Co first reported a position in Lam Research in Q2 2025 and has held it in 4 quarters since.
  • J. Stern & Co's Lam Research position peaked at $3.46B in Q4 2025.
  • 2,632 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on J. Stern & Co's 13F filing for Q1 2026, filed 15 May 2026.