Ken Fisher
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Ken Fisher’s Lam Research LRCX Stock Holding History

Ken Fisher’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 		$76.8M Buy
359,611
+4,264
+1% +$953K 0.03% 186
2025
Q4 		$60.8M Sell
355,347
-37,445
-10% -$5.82M 0.02% 212
2025
Q3 		$52.6M Sell
392,792
-56,718
-13% -$6.01M 0.02% 227
2025
Q2 		$43.8M Sell
449,510
-469,613
-51% -$37.2M 0.02% 231
2025
Q1 		$66.8M Sell
919,123
-17,659,058
-95% -$1.39B 0.03% 187
2024
Q4 		$1.34B Sell
18,578,181
-136,549
-0.7% -$10.4M 0.53% 51
2024
Q3 		$1.53B Buy
18,714,730
+110,930
+0.6% +$9.64M 0.63% 47
2024
Q2 		$1.98B Sell
18,603,800
-54,610
-0.3% -$5.24M 0.86% 32
2024
Q1 		$1.81B Sell
18,658,410
-11,076,750
-37% -$974M 0.85% 35
2023
Q4 		$2.33B Buy
29,735,160
+867,210
+3% +$59.1M 1.23% 17
2023
Q3 		$1.81B Buy
28,867,950
+745,200
+3% +$49M 1.03% 18
2023
Q2 		$1.81B Buy
28,122,750
+1,115,530
+4% +$62.9M 1% 19
2023
Q1 		$1.43B Buy
27,007,220
+588,630
+2% +$28.9M 0.87% 22
2022
Q4 		$1.11B Buy
26,418,590
+3,731,060
+16% +$156M 0.75% 38
2022
Q3 		$830M Buy
22,687,530
+2,758,640
+14% +$123M 0.62% 45
2022
Q2 		$849M Buy
19,928,890
+903,670
+5% +$43M 0.6% 54
2022
Q1 		$1.02B Buy
19,025,220
+1,004,800
+6% +$58.5M 0.6% 48
2021
Q4 		$1.3B Buy
18,020,420
+577,390
+3% +$36.2M 0.73% 33
2021
Q3 		$993M Buy
17,443,030
+6,777,460
+64% +$412M 0.62% 47
2021
Q2 		$694M Buy
10,665,570
+529,620
+5% +$33.4M 0.44% 63
2021
Q1 		$603M Buy
10,135,950
+560,360
+6% +$30.5M 0.43% 66
2020
Q4 		$452M Buy
9,575,590
+676,870
+8% +$28.5M 0.34% 71
2020
Q3 		$295M Buy
8,898,720
+561,260
+7% +$19.3M 0.26% 81
2020
Q2 		$270M Buy
8,337,460
+2,916,250
+54% +$79.5M 0.26% 88
2020
Q1 		$130M Buy
5,421,210
+5,411,160
+53,842% +$156M 0.16% 105
2019
Q4 		$294K Buy
10,050
+630
+7% +$16.7K ﹤0.01% 725
2019
Q3 		$218K Buy
+9,420
New +$198K ﹤0.01% 775
2018
Q3 		– Sell
-14,240
Closed -$246K – 833
2018
Q2 		$246K Buy
+14,240
New +$274K ﹤0.01% 736

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

Ken Fisher's LRCX Position: Q1 2026 in Review

Ken Fisher increased its Lam Research (LRCX) stake by 1.2% in Q1 2026, buying an estimated $953K and bringing the position to 359,611 shares worth $76.8M. The position accounts for 0.03% of the portfolio, ranked #186.

Ken Fisher first reported a position in LRCX in Q2 2018 and has held it in 28 quarters since. The position peaked at $2.33B in Q4 2023. 2,632 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • Ken Fisher held 359,611 shares of Lam Research worth $76.8M as of Q1 2026.
  • Ken Fisher bought 4,264 Lam Research shares in Q1 2026, an estimated $953K.
  • Lam Research made up 0.03% of Ken Fisher's portfolio in Q1 2026, its #186 holding.
  • Ken Fisher first reported a position in Lam Research in Q2 2018 and has held it in 28 quarters since.
  • Ken Fisher's Lam Research position peaked at $2.33B in Q4 2023.
  • 2,632 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Fisher Asset Management's 13F filing for Q1 2026, filed 5 May 2026.