LJAC
LRCX icon

L.J. Altfest & Co’s Lam Research LRCX Stock Holding History

L.J. Altfest & Co’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 		$330K Hold
1,546
– – 0.04% 262
2025
Q4 		$265K Sell
1,546
-8
-0.5% -$1.24K 0.03% 295
2025
Q3 		$208K Buy
+1,554
New +$165K 0.02% 321
2024
Q3 		– Sell
-2,020
Closed -$215K – 352
2024
Q2 		$215K Sell
2,020
-610
-23% -$58.5K 0.03% 297
2024
Q1 		$255K Buy
+2,630
New +$231K 0.04% 279
2022
Q1 		– Sell
-15,750
Closed -$1.13M – 277
2021
Q4 		$1.13M Buy
15,750
+230
+1% +$14.4K 0.22% 88
2021
Q3 		$883K Sell
15,520
-13,710
-47% -$834K 0.19% 93
2021
Q2 		$1.9M Buy
29,230
+3,660
+14% +$231K 0.41% 44
2021
Q1 		$1.52M Buy
25,570
+100
+0.4% +$5.45K 0.36% 55
2020
Q4 		$1.2M Buy
25,470
+590
+2% +$24.8K 0.29% 63
2020
Q3 		$825K Buy
24,880
+15,020
+152% +$517K 0.22% 81
2020
Q2 		$319K Buy
9,860
+450
+5% +$12.3K 0.09% 155
2020
Q1 		$226K Buy
+9,410
New +$271K 0.07% 166
2019
Q2 		– Sell
-20,720
Closed -$371K – 197
2019
Q1 		$371K Sell
20,720
-34,920
-63% -$583K 0.09% 122
2018
Q4 		$758K Sell
55,640
-920
-2% -$13.2K 0.21% 68
2018
Q3 		$858K Sell
56,560
-170
-0.3% -$2.9K 0.25% 74
2018
Q2 		$981K Buy
56,730
+10,130
+22% +$195K 0.37% 58
2018
Q1 		$947K Sell
46,600
-28,160
-38% -$558K 0.41% 57
2017
Q4 		$1.38M Buy
74,760
+29,040
+64% +$571K 0.52% 45
2017
Q3 		$846K Sell
45,720
-1,170
-2% -$19K 0.41% 65
2017
Q2 		$663K Buy
+46,890
New +$688K 0.4% 75

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

L.J. Altfest & Co's LRCX Position: Q1 2026 in Review

L.J. Altfest & Co held its Lam Research (LRCX) position steady in Q1 2026 at 1,546 shares worth $330K. The position accounts for 0.04% of the portfolio, ranked #262.

L.J. Altfest & Co first reported a position in LRCX in Q2 2017 and has held it in 21 quarters since. The position peaked at $1.9M in Q2 2021. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • L.J. Altfest & Co held 1,546 shares of Lam Research worth $330K as of Q1 2026.
  • L.J. Altfest & Co left its Lam Research share count unchanged in Q1 2026.
  • Lam Research made up 0.04% of L.J. Altfest & Co's portfolio in Q1 2026, its #262 holding.
  • L.J. Altfest & Co first reported a position in Lam Research in Q2 2017 and has held it in 21 quarters since.
  • L.J. Altfest & Co's Lam Research position peaked at $1.9M in Q2 2021.
  • 2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on L.J. Altfest & Co's 13F filing for Q1 2026, filed 28 Apr 2026.