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Mather Group’s Lam Research LRCX Stock Holding History

Mather 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 		$7.31M Sell
34,226
-3,105
-8% -$694K 0.07% 101
2025
Q4 		$6.39M Sell
37,331
-4,978
-12% -$774K 0.07% 107
2025
Q3 		$5.67M Sell
42,309
-1,734
-4% -$184K 0.06% 114
2025
Q2 		$4.29M Buy
44,043
+6,058
+16% +$480K 0.05% 129
2025
Q1 		$2.76M Buy
37,985
+21,779
+134% +$1.72M 0.03% 150
2024
Q4 		$1.17M Sell
16,206
-1,844
-10% -$140K 0.02% 225
2024
Q3 		$1.47M Sell
18,050
-1,730
-9% -$150K 0.02% 200
2024
Q2 		$1.92M Buy
19,780
+2,590
+15% +$248K 0.02% 189
2024
Q1 		$1.35M Buy
17,190
+60
+0.4% +$5.28K 0.02% 186
2023
Q4 		$1.34M Buy
17,130
+230
+1% +$15.7K 0.02% 193
2023
Q3 		$1.06M Buy
16,900
+5,080
+43% +$334K 0.02% 206
2023
Q2 		$760K Sell
11,820
-330
-3% -$18.6K 0.01% 267
2023
Q1 		$644K Sell
12,150
-16,950
-58% -$832K 0.01% 282
2022
Q4 		$1.22M Sell
29,100
-2,140
-7% -$89.5K 0.02% 181
2022
Q3 		$1.14M Buy
31,240
+1,280
+4% +$57K 0.02% 176
2022
Q2 		$1.28M Buy
29,960
+2,110
+8% +$100K 0.03% 158
2022
Q1 		$1.5M Buy
27,850
+9,170
+49% +$534K 0.03% 131
2021
Q4 		$1.34M Buy
18,680
+7,780
+71% +$488K 0.03% 127
2021
Q3 		$620K Buy
10,900
+1,050
+11% +$63.9K 0.01% 150
2021
Q2 		$641K Sell
9,850
-4,930
-33% -$311K 0.02% 140
2021
Q1 		$879K Buy
14,780
+5,840
+65% +$318K 0.02% 108
2020
Q4 		$422K Buy
+8,940
New +$376K 0.01% 149

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

Mather Group's LRCX Position: Q1 2026 in Review

Mather Group reduced its Lam Research (LRCX) stake by 8.3% in Q1 2026, selling an estimated $694K and leaving 34,226 shares worth $7.31M. The position accounts for 0.07% of the portfolio, ranked #101.

Mather Group first reported a position in LRCX in Q4 2020 and has held it in 22 quarters since. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • Mather Group held 34,226 shares of Lam Research worth $7.31M as of Q1 2026.
  • Mather Group sold 3,105 Lam Research shares in Q1 2026, an estimated $694K.
  • Lam Research made up 0.07% of Mather Group's portfolio in Q1 2026, its #101 holding.
  • Mather Group first reported a position in Lam Research in Q4 2020 and has held it in 22 quarters since.
  • 2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.