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LBP AM’s Lam Research LRCX Stock Holding History

LBP AM’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 		$13M Buy
60,788
+16,546
+37% +$3.7M 0.18% 117
2025
Q4 		$7.57M Buy
44,242
+19,852
+81% +$3.09M 0.09% 197
2025
Q3 		$3.27M Buy
24,390
+1,153
+5% +$122K 0.04% 251
2025
Q2 		$2.26M Buy
23,237
+15,577
+203% +$1.24M 0.03% 266
2025
Q1 		$557K Sell
7,660
-52,636
-87% -$4.15M 0.01% 339
2024
Q4 		$4.36M Sell
60,296
-1,844
-3% -$140K 0.06% 214
2024
Q3 		$902K Buy
62,140
+43,690
+237% +$3.8M 0.01% 306
2024
Q2 		$1.96M Sell
18,450
-730
-4% -$70K 0.08% 164
2024
Q1 		$1.86M Sell
19,180
-80,700
-81% -$7.1M 0.07% 178
2023
Q4 		$7.82M Buy
99,880
+230
+0.2% +$15.7K 0.17% 140
2023
Q3 		$6.25M Buy
99,650
+4,440
+5% +$292K 0.14% 160
2023
Q2 		$6.12M Sell
95,210
-61,590
-39% -$3.47M 0.14% 139
2023
Q1 		$8.31M Sell
156,800
-2,740
-2% -$134K 0.21% 103
2022
Q4 		$6.71M Buy
+159,540
New +$6.67M 0.19% 116

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

LBP AM's LRCX Position: Q1 2026 in Review

LBP AM increased its Lam Research (LRCX) stake by 37% in Q1 2026, buying an estimated $3.7M and bringing the position to 60,788 shares worth $13M. The position accounts for 0.18% of the portfolio, ranked #117.

LBP AM first reported a position in LRCX in Q4 2022 and has held it in 14 quarters since. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • LBP AM held 60,788 shares of Lam Research worth $13M as of Q1 2026.
  • LBP AM bought 16,546 Lam Research shares in Q1 2026, an estimated $3.7M.
  • Lam Research made up 0.18% of LBP AM's portfolio in Q1 2026, its #117 holding.
  • LBP AM first reported a position in Lam Research in Q4 2022 and has held it in 14 quarters since.
  • 2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on LBP AM's 13F filing for Q1 2026, filed 27 Apr 2026.