Logan Capital Management’s Lam Research LRCX Stock Holding History

Logan Capital Management’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 Q3	$275K	Sell	838 -144	-15%	-$45K	0.01%	265
2026 Q2	$426K	Buy	+982	New	+$298K	0.02%	257
2025 Q4	–	Sell	-1,021	Closed	-$137K	–	398
2025 Q3	$137K	Hold	1,021	–	–	0.01%	281
2025 Q2	$99.4K	Hold	1,021	–	–	﹤0.01%	288
2025 Q1	$74.2K	Buy	+1,021	New	+$80.4K	﹤0.01%	321
2024 Q4	–	Sell	-2,350	Closed	-$192K	–	554
2024 Q3	$192K	Hold	2,350	–	–	0.01%	290
2024 Q2	$250K	Hold	2,350	–	–	0.01%	275
2024 Q1	$228K	Sell	2,350 -30	-1%	-$2.64K	0.01%	278
2023 Q4	$186K	Sell	2,380 -30	-1%	-$2.04K	0.01%	293
2023 Q3	$151K	Hold	2,410	–	–	0.01%	296
2023 Q2	$155K	Hold	2,410	–	–	0.01%	288
2023 Q1	$128K	Hold	2,410	–	–	0.01%	308
2022 Q4	$101K	Hold	2,410	–	–	0.01%	316
2022 Q3	$88K	Hold	2,410	–	–	0.01%	309
2022 Q2	$103K	Hold	2,410	–	–	0.01%	309
2022 Q1	$130K	Buy	2,410 +60	+3%	+$3.49K	0.01%	303
2021 Q4	$169K	Hold	2,350	–	–	0.01%	299
2021 Q3	$134K	Hold	2,350	–	–	0.01%	306
2021 Q2	$153K	Hold	2,350	–	–	0.01%	298
2021 Q1	$140K	Buy	+2,350	New	+$128K	0.01%	296

Other funds holding LRCX

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

Logan Capital Management's LRCX Position: Q3 2026 in Review

Logan Capital Management reduced its Lam Research (LRCX) stake by 15% in Q3 2026, selling an estimated $45K and leaving 838 shares worth $275K. The position accounts for 0.01% of the portfolio, ranked #265.

Logan Capital Management first reported a position in LRCX in Q1 2021 and has held it in 20 quarters since. The position peaked at $426K in Q2 2026. 2,587 funds tracked by Wall St. Rank hold LRCX as of Q3 2026.

Logan Capital Management held 838 shares of Lam Research worth $275K as of Q3 2026.
Logan Capital Management sold 144 Lam Research shares in Q3 2026, an estimated $45K.
Lam Research made up 0.01% of Logan Capital Management's portfolio in Q3 2026, its #265 holding.
Logan Capital Management first reported a position in Lam Research in Q1 2021 and has held it in 20 quarters since.
Logan Capital Management's Lam Research position peaked at $426K in Q2 2026.
2,587 funds tracked by Wall St. Rank held Lam Research as of Q3 2026.

Based on Logan Capital Management's 13F filing for Q3 2026, filed 13 Nov 2026.