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Marex Group’s Lam Research LRCX Stock Holding History

Marex Group’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 		$2.26M Buy
10,578
+9,304
+730% +$2.08M 0.01% 308
2025
Q4 		$218K Sell
1,274
-3,902
-75% -$607K ﹤0.01% 821
2025
Q3 		$693K Sell
5,176
-5,870
-53% -$622K ﹤0.01% 424
2025
Q2 		$1.08M Sell
11,046
-945,775
-99% -$75M 0.01% 280
2025
Q1 		$69.6M Buy
956,821
+239,485
+33% +$18.9M 1.33% 21
2024
Q4 		$51.8M Sell
717,336
-285,344
-28% -$21.6M 0.88% 25
2024
Q3 		$81.8M Buy
1,002,680
+480,390
+92% +$41.8M 1.87% 15
2024
Q2 		$55.6M Buy
522,290
+11,290
+2% +$1.08M 1.49% 15
2024
Q1 		$49.6M Buy
+511,000
New +$45M 1.61% 15
2023
Q3 		– Sell
-350,000
Closed -$22.5M – 245
2023
Q2 		$22.5M Buy
+350,000
New +$19.7M 4.06% 4
2023
Q1 		– Sell
-43,900
Closed -$1.85M – 298
2022
Q4 		$1.85M Buy
+43,900
New +$1.84M 0.26% 79

Other funds holding LRCX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Marex Group's LRCX Position: Q1 2026 in Review

Marex Group increased its Lam Research (LRCX) stake by 730% in Q1 2026, buying an estimated $2.08M and bringing the position to 10,578 shares worth $2.26M. The position accounts for 0.01% of the portfolio, ranked #308.

Marex Group first reported a position in LRCX in Q4 2022 and has held it in 11 quarters since. The position peaked at $81.8M in Q3 2024. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • Marex Group held 10,578 shares of Lam Research worth $2.26M as of Q1 2026.
  • Marex Group bought 9,304 Lam Research shares in Q1 2026, an estimated $2.08M.
  • Lam Research made up 0.01% of Marex Group's portfolio in Q1 2026, its #308 holding.
  • Marex Group first reported a position in Lam Research in Q4 2022 and has held it in 11 quarters since.
  • Marex Group's Lam Research position peaked at $81.8M in Q3 2024.
  • 2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Marex Group's 13F filing for Q1 2026, filed 13 May 2026.