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KCM Investment Advisors’s Lam Research LRCX Stock Holding History

KCM 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 		$2.72M Buy
12,723
+859
+7% +$192K 0.09% 134
2025
Q4 		$2.03M Buy
11,864
+918
+8% +$143K 0.07% 159
2025
Q3 		$1.47M Sell
10,946
-235
-2% -$24.9K 0.05% 186
2025
Q2 		$1.09M Sell
11,181
-1,878
-14% -$149K 0.04% 206
2025
Q1 		$949K Buy
+13,059
New +$1.03M 0.03% 212
2024
Q4 		– Sell
-12,340
Closed -$1.01M – 379
2024
Q3 		$1.01M Sell
12,340
-400
-3% -$34.8K 0.03% 209
2024
Q2 		$1.36M Sell
12,740
-2,710
-18% -$260K 0.05% 184
2024
Q1 		$1.5M Buy
15,450
+10
+0.1% +$880 0.06% 182
2023
Q4 		$1.21M Sell
15,440
-560
-4% -$38.2K 0.05% 191
2023
Q3 		$1M Sell
16,000
-490
-3% -$32.2K 0.04% 202
2023
Q2 		$1.06M Sell
16,490
-4,010
-20% -$226K 0.04% 203
2023
Q1 		$1.09M Sell
20,500
-270
-1% -$13.3K 0.04% 206
2022
Q4 		$873K Sell
20,770
-310
-1% -$13K 0.04% 218
2022
Q3 		$772K Sell
21,080
-18,230
-46% -$812K 0.04% 221
2022
Q2 		$1.68M Sell
39,310
-6,310
-14% -$300K 0.07% 171
2022
Q1 		$2.45M Sell
45,620
-3,720
-8% -$217K 0.09% 150
2021
Q4 		$3.55M Buy
49,340
+1,370
+3% +$85.9K 0.12% 132
2021
Q3 		$2.73M Buy
47,970
+4,410
+10% +$268K 0.11% 141
2021
Q2 		$2.83M Buy
43,560
+14,270
+49% +$901K 0.11% 133
2021
Q1 		$1.74M Buy
29,290
+3,170
+12% +$173K 0.08% 164
2020
Q4 		$1.23M Sell
26,120
-2,790
-10% -$117K 0.06% 167
2020
Q3 		$959K Buy
28,910
+10
+0% +$345 0.05% 176
2020
Q2 		$935K Buy
28,900
+3,610
+14% +$98.4K 0.05% 181
2020
Q1 		$607K Buy
25,290
+8,200
+48% +$236K 0.04% 196
2019
Q4 		$500K Buy
17,090
+630
+4% +$16.7K 0.03% 245
2019
Q3 		$380K Buy
16,460
+3,030
+23% +$63.6K 0.02% 259
2019
Q2 		$252K Sell
13,430
-1,510
-10% -$28.6K 0.02% 297
2019
Q1 		$267K Hold
14,940
– – 0.02% 281
2018
Q4 		$203K Sell
14,940
-9,900
-40% -$142K 0.01% 470
2018
Q3 		$377K Buy
24,840
+770
+3% +$13.2K 0.02% 403
2018
Q2 		$416K Sell
24,070
-1,500
-6% -$28.9K 0.03% 382
2018
Q1 		$520K Buy
25,570
+5,280
+26% +$105K 0.03% 351
2017
Q4 		$374K Buy
20,290
+340
+2% +$6.68K 0.02% 399
2017
Q3 		$369K Sell
19,950
-2,530
-11% -$41.1K 0.02% 398
2017
Q2 		$318K Buy
22,480
+540
+2% +$7.92K 0.02% 428
2017
Q1 		$282K Sell
21,940
-6,220
-22% -$73.1K 0.02% 451
2016
Q4 		$298K Sell
28,160
-16,110
-36% -$164K 0.02% 441
2016
Q3 		$419K Buy
44,270
+5,880
+15% +$53.5K 0.03% 395
2016
Q2 		$323K Sell
38,390
-6,440
-14% -$51.7K 0.02% 419
2016
Q1 		$370K Sell
44,830
-5,400
-11% -$39.3K 0.03% 385
2015
Q4 		$399K Buy
+50,230
New +$378K 0.03% 376
2015
Q3 		– Sell
-25,530
Closed -$208K – 541
2015
Q2 		$208K Buy
+25,530
New +$200K 0.02% 510
2015
Q1 		– Sell
-25,500
Closed -$202K – 538
2014
Q4 		$202K Sell
25,500
-4,990
-16% -$38.7K 0.02% 494
2014
Q3 		$228K Sell
30,490
-5,980
-16% -$42.7K 0.02% 459
2014
Q2 		$246K Buy
+36,470
New +$218K 0.02% 439

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

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

KCM Investment Advisors increased its Lam Research (LRCX) stake by 7.2% in Q1 2026, buying an estimated $192K and bringing the position to 12,723 shares worth $2.72M. The position accounts for 0.09% of the portfolio, ranked #134.

KCM Investment Advisors first reported a position in LRCX in Q2 2014 and has held it in 45 quarters since. The position peaked at $3.55M in Q4 2021. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • KCM Investment Advisors held 12,723 shares of Lam Research worth $2.72M as of Q1 2026.
  • KCM Investment Advisors bought 859 Lam Research shares in Q1 2026, an estimated $192K.
  • Lam Research made up 0.09% of KCM Investment Advisors's portfolio in Q1 2026, its #134 holding.
  • KCM Investment Advisors first reported a position in Lam Research in Q2 2014 and has held it in 45 quarters since.
  • KCM Investment Advisors's Lam Research position peaked at $3.55M in Q4 2021.
  • 2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on KCM Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.