Manchester Capital Management’s Lam Research LRCX Stock Holding History

Manchester 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	$675K	Buy	3,161 +82	+3%	+$18.3K	0.1%	133
2025 Q4	$527K	Sell	3,079 -1,102	-26%	-$171K	0.07%	163
2025 Q3	$560K	Sell	4,181 -1,412	-25%	-$150K	0.08%	174
2025 Q2	$544K	Sell	5,593 -353	-6%	-$28K	0.07%	192
2025 Q1	$432K	Buy	5,946 +323	+6%	+$25.4K	0.05%	217
2024 Q4	$406K	Buy	5,623 +513	+10%	+$38.9K	0.05%	228
2024 Q3	$417K	Buy	5,110 +150	+3%	+$13K	0.05%	227
2024 Q2	$528K	Buy	4,960 +930	+23%	+$89.2K	0.06%	181
2024 Q1	$392K	Sell	4,030 -490	-11%	-$43.1K	0.05%	225
2023 Q4	$354K	Buy	4,520 +190	+4%	+$12.9K	0.05%	219
2023 Q3	$271K	Hold	4,330	–	–	0.04%	230
2023 Q2	$278K	Buy	4,330 +60	+1%	+$3.38K	0.04%	233
2023 Q1	$226K	Buy	4,270 +1,140	+36%	+$55.9K	0.03%	273
2022 Q4	$132K	Sell	3,130 -50	-2%	-$2.09K	0.02%	289
2022 Q3	$116K	Sell	3,180 -50	-2%	-$2.23K	0.02%	268
2022 Q2	$138K	Sell	3,230 -120	-4%	-$5.71K	0.02%	252
2022 Q1	$180K	Sell	3,350 -940	-22%	-$54.7K	0.03%	258
2021 Q4	$309K	Buy	4,290 +10	+0.2%	+$627	0.04%	219
2021 Q3	$244K	Hold	4,280	–	–	0.03%	257
2021 Q2	$278K	Sell	4,280 -480	-10%	-$30.3K	0.04%	236
2021 Q1	$283K	Sell	4,760 -2,660	-36%	-$145K	0.04%	226
2020 Q4	$350K	Sell	7,420 -470	-6%	-$19.8K	0.05%	186
2020 Q3	$262K	Sell	7,890 -2,220	-22%	-$76.5K	0.04%	204
2020 Q2	$327K	Hold	10,110	–	–	0.04%	189
2020 Q1	$243K	Hold	10,110	–	–	0.04%	204
2019 Q4	$296K	Hold	10,110	–	–	0.03%	215
2019 Q3	$234K	Hold	10,110	–	–	0.03%	221
2019 Q2	$190K	Hold	10,110	–	–	0.02%	242
2019 Q1	$181K	Sell	10,110 -3,200	-24%	-$53.4K	0.02%	243
2018 Q4	$230K	Hold	13,310	–	–	0.04%	199
2018 Q3	$202K	Hold	13,310	–	–	0.03%	226
2018 Q2	$230K	Sell	13,310 -1,280	-9%	-$24.7K	0.03%	202
2018 Q1	$296K	Hold	14,590	–	–	0.05%	170
2017 Q4	$269K	Hold	14,590	–	–	0.04%	173
2017 Q3	$270K	Hold	14,590	–	–	0.04%	157
2017 Q2	$206K	Sell	14,590 -660	-4%	-$9.68K	0.03%	189
2017 Q1	$196K	Sell	15,250 -8,390	-35%	-$98.6K	0.03%	190
2016 Q4	$250K	Sell	23,640 -1,000	-4%	-$10.2K	0.04%	159
2016 Q3	$233K	Sell	24,640 -530	-2%	-$4.82K	0.04%	174
2016 Q2	$212K	Sell	25,170 -3,660	-13%	-$29.4K	0.03%	185
2016 Q1	$238K	Sell	28,830 -16,930	-37%	-$123K	0.03%	181
2015 Q4	$363K	Hold	45,760	–	–	0.05%	153
2015 Q3	$299K	Hold	45,760	–	–	0.05%	151
2015 Q2	$372K	Sell	45,760 -12,450	-21%	-$97.8K	0.06%	144
2015 Q1	$408K	Sell	58,210 -4,110	-7%	-$32.5K	0.06%	130
2014 Q4	$494K	Buy	62,320 +960	+2%	+$7.44K	0.06%	153
2014 Q3	$458K	Sell	61,360 -2,860	-4%	-$20.4K	0.06%	152
2014 Q2	$434K	Sell	64,220 -3,500	-5%	-$20.9K	0.06%	175
2014 Q1	$372K	Hold	67,720	–	–	0.06%	187
2013 Q4	$369K	Hold	67,720	–	–	0.06%	196
2013 Q3	$347K	Hold	67,720	–	–	0.06%	207
2013 Q2	$300K	Buy	+67,720	New	+$306K	0.06%	218

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

Manchester Capital Management's LRCX Position: Q1 2026 in Review

Manchester Capital Management increased its Lam Research (LRCX) stake by 2.7% in Q1 2026, buying an estimated $18.3K and bringing the position to 3,161 shares worth $675K. The position accounts for 0.1% of the portfolio, ranked #133.

Manchester Capital Management first reported a position in LRCX in Q2 2013 and has held it in 52 quarters since. 2,632 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

Manchester Capital Management held 3,161 shares of Lam Research worth $675K as of Q1 2026.
Manchester Capital Management bought 82 Lam Research shares in Q1 2026, an estimated $18.3K.
Lam Research made up 0.1% of Manchester Capital Management's portfolio in Q1 2026, its #133 holding.
Manchester Capital Management first reported a position in Lam Research in Q2 2013 and has held it in 52 quarters since.
2,632 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Manchester Capital Management's 13F filing for Q1 2026, filed 11 May 2026.