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LMR Partners’s Lam Research LRCX Stock Holding History

LMR Partners’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 		– Sell
-7,100
Closed -$1.22M – 1700
2025
Q4 		$1.22M Hold
7,100
– – ﹤0.01% 933
2025
Q3 		$951K Sell
7,100
-20,200
-74% -$2.14M ﹤0.01% 948
2025
Q2 		$2.66M Buy
+27,300
New +$2.17M 0.02% 588
2025
Q1 		– Sell
-16,000
Closed -$1.16M – 1529
2024
Q4 		$1.16M Hold
16,000
– – 0.01% 711
2024
Q3 		$1.31M Hold
16,000
– – 0.01% 697
2024
Q2 		$1.7M Hold
16,000
– – 0.01% 574
2024
Q1 		$1.55M Hold
16,000
– – 0.02% 602
2023
Q4 		$1.25M Buy
+16,000
New +$1.09M 0.01% 539

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

LMR Partners's LRCX Position: Q1 2026 in Review

LMR Partners increased its Lam Research (LRCX) stake by 6.3% in Q1 2026, buying an estimated $1.23M and bringing the position to 92,706 shares worth $19.8M. The position accounts for 0.04% of the portfolio, ranked #216.

LMR Partners first reported a position in LRCX in Q4 2014 and has held it in 31 quarters since. The position peaked at $25.3M in Q4 2021. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • LMR Partners held 92,706 shares of Lam Research worth $19.8M as of Q1 2026.
  • LMR Partners bought 5,490 Lam Research shares in Q1 2026, an estimated $1.23M.
  • Lam Research made up 0.04% of LMR Partners's portfolio in Q1 2026, its #216 holding.
  • LMR Partners first reported a position in Lam Research in Q4 2014 and has held it in 31 quarters since.
  • LMR Partners's Lam Research position peaked at $25.3M in Q4 2021.
  • 2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on LMR Partners's 13F filing for Q1 2026, filed 15 May 2026.