Lebenthal Global Advisors’s Lam Research LRCX Stock Holding History

Lebenthal Global Advisors’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	$894K	Buy	4,182 +2,317	+124%	+$518K	0.13%	121
2025 Q4	$319K	Buy	+1,865	New	+$290K	0.05%	168
2023 Q1	–	Sell	-5,680	Closed	-$239K	–	125
2022 Q4	$239K	Buy	5,680 +160	+3%	+$6.69K	0.08%	119
2022 Q3	$202K	Sell	5,520 -150	-3%	-$6.68K	0.09%	110
2022 Q2	$241K	Buy	5,670 +70	+1%	+$3.33K	0.12%	115
2022 Q1	$301K	Sell	5,600 -730	-12%	-$42.5K	0.13%	115
2021 Q4	$455K	Buy	+6,330	New	+$397K	0.18%	87
2021 Q1	–	Sell	-2,860	Closed	-$135K	–	363
2020 Q4	$135K	Buy	+2,860	New	+$120K	0.1%	133

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

Lebenthal Global Advisors's LRCX Position: Q1 2026 in Review

Lebenthal Global Advisors increased its Lam Research (LRCX) stake by 124% in Q1 2026, buying an estimated $518K and bringing the position to 4,182 shares worth $894K. The position accounts for 0.13% of the portfolio, ranked #121.

Lebenthal Global Advisors first reported a position in LRCX in Q4 2020 and has held it in 8 quarters since. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

Lebenthal Global Advisors held 4,182 shares of Lam Research worth $894K as of Q1 2026.
Lebenthal Global Advisors bought 2,317 Lam Research shares in Q1 2026, an estimated $518K.
Lam Research made up 0.13% of Lebenthal Global Advisors's portfolio in Q1 2026, its #121 holding.
Lebenthal Global Advisors first reported a position in Lam Research in Q4 2020 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 Lebenthal Global Advisors's 13F filing for Q1 2026, filed 14 May 2026.