Knollwood Investment Advisory’s Lam Research LRCX Stock Holding History

Knollwood Investment Advisory’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	$9.14M	Hold	42,795	–	–	0.92%	28
2025 Q4	$7.33M	Buy	42,795 +559	+1%	+$86.9K	0.69%	30
2025 Q3	$5.66M	Buy	42,236 +256	+0.6%	+$27.1K	0.51%	40
2025 Q2	$4.09M	Hold	41,980	–	–	0.39%	56
2025 Q1	$3.05M	Hold	41,980	–	–	0.34%	67
2024 Q4	$3.03M	Hold	41,980	–	–	0.32%	72
2024 Q3	$3.43M	Hold	41,980	–	–	0.37%	69
2024 Q2	$4.47M	Buy	41,980 +2,580	+7%	+$247K	0.5%	45
2024 Q1	$3.83M	Hold	39,400	–	–	0.69%	33
2023 Q4	$3.09M	Buy	39,400 +18,700	+90%	+$1.27M	0.64%	38
2023 Q3	$1.3M	Hold	20,700	–	–	0.61%	47
2023 Q2	$1.33M	Hold	20,700	–	–	0.45%	61
2023 Q1	$1.1M	Hold	20,700	–	–	0.21%	72
2022 Q4	$870K	Buy	+20,700	New	+$866K	0.34%	71

Other funds holding LRCX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Knollwood Investment Advisory's LRCX Position: Q1 2026 in Review

Knollwood Investment Advisory held its Lam Research (LRCX) position steady in Q1 2026 at 42,795 shares worth $9.14M. The position accounts for 0.92% of the portfolio, ranked #28.

Knollwood Investment Advisory first reported a position in LRCX in Q4 2022 and has held it in 14 quarters since. 2,632 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

Knollwood Investment Advisory held 42,795 shares of Lam Research worth $9.14M as of Q1 2026.
Knollwood Investment Advisory left its Lam Research share count unchanged in Q1 2026.
Lam Research made up 0.92% of Knollwood Investment Advisory's portfolio in Q1 2026, its #28 holding.
Knollwood Investment Advisory first reported a position in Lam Research in Q4 2022 and has held it in 14 quarters since.
2,632 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Knollwood Investment Advisory's 13F filing for Q1 2026, filed 14 May 2026.