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Joseph Group Capital Management’s Lam Research LRCX Stock Holding History

Joseph Group 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 		$4.7M Sell
21,994
-23,507
-52% -$5.26M 1.17% 30
2025
Q4 		$7.79M Sell
45,501
-1,726
-4% -$268K 2.05% 11
2025
Q3 		$6.32M Sell
47,227
-11,409
-19% -$1.21M 1.78% 15
2025
Q2 		$5.71M Buy
58,636
+1,119
+2% +$88.8K 1.92% 13
2025
Q1 		$4.18M Buy
57,517
+6,981
+14% +$550K 1.6% 21
2024
Q4 		$3.65M Buy
50,536
+7,386
+17% +$560K 1.44% 23
2024
Q3 		$3.52M Buy
43,150
+10,510
+32% +$914K 1.35% 22
2024
Q2 		$3.48M Buy
32,640
+2,450
+8% +$235K 1.8% 10
2024
Q1 		$2.93M Buy
30,190
+350
+1% +$30.8K 1.47% 14
2023
Q4 		$2.34M Buy
29,840
+950
+3% +$64.7K 1.36% 13
2023
Q3 		$1.81M Sell
28,890
-1,460
-5% -$95.9K 1.3% 21
2023
Q2 		$1.95M Sell
30,350
-5,870
-16% -$331K 1.64% 12
2023
Q1 		$1.92M Buy
36,220
+2,370
+7% +$116K 1.68% 8
2022
Q4 		$1.42M Sell
33,850
-410
-1% -$17.2K 1.35% 18
2022
Q3 		$1.25M Buy
34,260
+2,870
+9% +$128K 1.37% 26
2022
Q2 		$1.34M Buy
31,390
+6,280
+25% +$299K 1.34% 21
2022
Q1 		$1.35M Buy
25,110
+1,410
+6% +$82.1K 1.36% 24
2021
Q4 		$1.7M Buy
+23,700
New +$1.49M 1.64% 13

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

Joseph Group Capital Management's LRCX Position: Q1 2026 in Review

Joseph Group Capital Management reduced its Lam Research (LRCX) stake by 52% in Q1 2026, selling an estimated $5.26M and leaving 21,994 shares worth $4.7M. The position accounts for 1.17% of the portfolio, ranked #30.

Joseph Group Capital Management first reported a position in LRCX in Q4 2021 and has held it in 18 quarters since. The position peaked at $7.79M in Q4 2025. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • Joseph Group Capital Management held 21,994 shares of Lam Research worth $4.7M as of Q1 2026.
  • Joseph Group Capital Management sold 23,507 Lam Research shares in Q1 2026, an estimated $5.26M.
  • Lam Research made up 1.17% of Joseph Group Capital Management's portfolio in Q1 2026, its #30 holding.
  • Joseph Group Capital Management first reported a position in Lam Research in Q4 2021 and has held it in 18 quarters since.
  • Joseph Group Capital Management's Lam Research position peaked at $7.79M in Q4 2025.
  • 2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Joseph Group Capital Management's 13F filing for Q1 2026, filed 8 May 2026.