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Klingman & Associates’s Lam Research LRCX Stock Holding History

Klingman & Associates’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 		$619K Buy
2,899
+349
+14% +$78K 0.03% 175
2025
Q4 		$437K Buy
2,550
+183
+8% +$28.5K 0.02% 207
2025
Q3 		$317K Buy
2,367
+240
+11% +$25.4K 0.02% 244
2025
Q2 		$207K Buy
+2,127
New +$169K 0.01% 298

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

Klingman & Associates's LRCX Position: Q1 2026 in Review

Klingman & Associates increased its Lam Research (LRCX) stake by 14% in Q1 2026, buying an estimated $78K and bringing the position to 2,899 shares worth $619K. The position accounts for 0.03% of the portfolio, ranked #175.

Klingman & Associates first reported a position in LRCX in Q2 2025 and has held it in 4 quarters since. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • Klingman & Associates held 2,899 shares of Lam Research worth $619K as of Q1 2026.
  • Klingman & Associates bought 349 Lam Research shares in Q1 2026, an estimated $78K.
  • Lam Research made up 0.03% of Klingman & Associates's portfolio in Q1 2026, its #175 holding.
  • Klingman & Associates first reported a position in Lam Research in Q2 2025 and has held it in 4 quarters since.
  • 2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Klingman & Associates's 13F filing for Q1 2026, filed 14 May 2026.