LOM Asset Management
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LOM Asset Management’s Lam Research LRCX Stock Holding History

LOM Asset 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 		$4.11M Sell
12,521
-129
-1% -$40.3K 1.04% 23
2026
Q2 		$5.48M Sell
12,650
-293
-2% -$88.9K 1.42% 12
2026
Q1 		$2.77M Buy
12,943
+816
+7% +$182K 0.8% 41
2025
Q4 		$2.08M Sell
12,127
-474
-4% -$73.7K 0.6% 58
2025
Q3 		$1.69M Buy
12,601
+345
+3% +$36.5K 0.51% 67
2025
Q2 		$1.19M Buy
+12,256
New +$972K 0.4% 79

Other funds holding LRCX

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

LOM Asset Management's LRCX Position: Q3 2026 in Review

LOM Asset Management reduced its Lam Research (LRCX) stake by 1% in Q3 2026, selling an estimated $40.3K and leaving 12,521 shares worth $4.11M. The position accounts for 1.04% of the portfolio, ranked #23.

LOM Asset Management first reported a position in LRCX in Q2 2025 and has held it in 6 quarters since. The position peaked at $5.48M in Q2 2026. 2,587 funds tracked by Wall St. Rank hold LRCX as of Q3 2026.

  • LOM Asset Management held 12,521 shares of Lam Research worth $4.11M as of Q3 2026.
  • LOM Asset Management sold 129 Lam Research shares in Q3 2026, an estimated $40.3K.
  • Lam Research made up 1.04% of LOM Asset Management's portfolio in Q3 2026, its #23 holding.
  • LOM Asset Management first reported a position in Lam Research in Q2 2025 and has held it in 6 quarters since.
  • LOM Asset Management's Lam Research position peaked at $5.48M in Q2 2026.
  • 2,587 funds tracked by Wall St. Rank held Lam Research as of Q3 2026.

Based on LOM Asset Management's 13F filing for Q3 2026, filed 12 Nov 2026.