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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 		$19.8M Buy
92,700
+85,600
+1,206% +$19.1M 0.04% 217
2025
Q4 		$1.22M Hold
7,100
– – ﹤0.01% 934
2025
Q3 		$951K Sell
7,100
-16,400
-70% -$1.74M ﹤0.01% 949
2025
Q2 		$2.29M Buy
+23,500
New +$1.86M 0.02% 616
2025
Q1 		– Sell
-22,000
Closed -$1.59M – 1530
2024
Q4 		$1.59M Hold
22,000
– – 0.01% 658
2024
Q3 		$1.8M Hold
22,000
– – 0.01% 631
2024
Q2 		$2.34M Hold
22,000
– – 0.02% 512
2024
Q1 		$2.14M Hold
22,000
– – 0.02% 533
2023
Q4 		$1.72M Buy
+22,000
New +$1.5M 0.02% 495

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.