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Landscape Capital Management’s Lam Research LRCX Stock Holding History

Landscape Capital Management’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 		$7.47M Buy
34,972
+12,175
+53% +$2.72M 0.47% 38
2025
Q4 		$3.9M Sell
22,797
-15,022
-40% -$2.34M 0.26% 108
2025
Q3 		$5.06M Buy
37,819
+15,360
+68% +$1.63M 0.32% 84
2025
Q2 		$2.19M Sell
22,459
-4,622
-17% -$367K 0.17% 189
2025
Q1 		$1.97M Sell
27,081
-10,761
-28% -$847K 0.18% 188
2024
Q4 		$2.73M Buy
37,842
+12,772
+51% +$969K 0.29% 83
2024
Q3 		$2.05M Buy
25,070
+11,950
+91% +$1.04M 0.21% 151
2024
Q2 		$1.4M Buy
+13,120
New +$1.26M 0.12% 248

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

Landscape Capital Management's LRCX Position: Q1 2026 in Review

Landscape Capital Management increased its Lam Research (LRCX) stake by 53% in Q1 2026, buying an estimated $2.72M and bringing the position to 34,972 shares worth $7.47M. The position accounts for 0.47% of the portfolio, ranked #38.

Landscape Capital Management first reported a position in LRCX in Q2 2024 and has held it in 8 quarters since. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • Landscape Capital Management held 34,972 shares of Lam Research worth $7.47M as of Q1 2026.
  • Landscape Capital Management bought 12,175 Lam Research shares in Q1 2026, an estimated $2.72M.
  • Lam Research made up 0.47% of Landscape Capital Management's portfolio in Q1 2026, its #38 holding.
  • Landscape Capital Management first reported a position in Lam Research in Q2 2024 and has held it in 8 quarters since.
  • 2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Landscape Capital Management's 13F filing for Q1 2026, filed 12 May 2026.