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 Q1	$218K	Buy	+1,021	New	+$228K	0.01%	271

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

Logan Capital Management's LRCX Position: Q4 2025 in Review

Logan Capital Management sold out of Lam Research (LRCX) in Q4 2025, closing a stake of 1,021 shares — an estimated $137K sold.

Logan Capital Management first reported a position in LRCX in Q1 2021 and held it in 18 quarters. The position peaked at $250K in Q2 2024. 2,386 funds tracked by Wall St. Rank hold LRCX as of Q4 2025.

Logan Capital Management reported no remaining Lam Research position as of Q4 2025 after selling out during the quarter.
Logan Capital Management sold 1,021 Lam Research shares in Q4 2025, an estimated $137K.
Logan Capital Management first reported a position in Lam Research in Q1 2021 and held it in 18 quarters.
Logan Capital Management's Lam Research position peaked at $250K in Q2 2024.
2,386 funds tracked by Wall St. Rank held Lam Research as of Q4 2025.

Based on Logan Capital Management's 13F filing for Q4 2025, filed 12 Feb 2026.