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Leigh Baldwin & Co’s Lam Research LRCX Stock Holding History

Leigh Baldwin & 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 		$367K Sell
1,716
-590
-26% -$132K 0.24% 107
2025
Q4 		$395K Buy
2,306
+6
+0.3% +$933 0.26% 100
2025
Q3 		$308K Hold
2,300
– – 0.17% 136
2025
Q2 		$224K Buy
+2,300
New +$182K 0.15% 170

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

Leigh Baldwin & Co's LRCX Position: Q1 2026 in Review

Leigh Baldwin & Co reduced its Lam Research (LRCX) stake by 26% in Q1 2026, selling an estimated $132K and leaving 1,716 shares worth $367K. The position accounts for 0.24% of the portfolio, ranked #107.

Leigh Baldwin & Co first reported a position in LRCX in Q2 2025 and has held it in 4 quarters since. The position peaked at $395K in Q4 2025. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • Leigh Baldwin & Co held 1,716 shares of Lam Research worth $367K as of Q1 2026.
  • Leigh Baldwin & Co sold 590 Lam Research shares in Q1 2026, an estimated $132K.
  • Lam Research made up 0.24% of Leigh Baldwin & Co's portfolio in Q1 2026, its #107 holding.
  • Leigh Baldwin & Co first reported a position in Lam Research in Q2 2025 and has held it in 4 quarters since.
  • Leigh Baldwin & Co's Lam Research position peaked at $395K in Q4 2025.
  • 2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Leigh Baldwin & Co's 13F filing for Q1 2026, filed 20 May 2026.