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 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 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

LOM Asset Management's LRCX Position: Q1 2026 in Review

LOM Asset Management increased its Lam Research (LRCX) stake by 6.7% in Q1 2026, buying an estimated $182K and bringing the position to 12,943 shares worth $2.77M. The position accounts for 0.8% of the portfolio, ranked #41.

LOM Asset Management first reported a position in LRCX in Q2 2025 and has held it in 4 quarters since. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

LOM Asset Management held 12,943 shares of Lam Research worth $2.77M as of Q1 2026.
LOM Asset Management bought 816 Lam Research shares in Q1 2026, an estimated $182K.
Lam Research made up 0.8% of LOM Asset Management's portfolio in Q1 2026, its #41 holding.
LOM Asset Management first reported a position in Lam Research in Q2 2025 and has held it in 4 quarters since.
2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on LOM Asset Management's 13F filing for Q1 2026, filed 5 May 2026.