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Mayport LLC’s Lam Research LRCX Stock Holding History

Mayport LLC’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 		$650K Buy
3,043
+2
+0.1% +$447 0.12% 62
2025
Q4 		$521K Buy
3,041
+37
+1% +$5.75K 0.1% 61
2025
Q3 		$402K Sell
3,004
-147
-5% -$15.6K 0.09% 66
2025
Q2 		$307K Buy
3,151
+11
+0.4% +$872 0.07% 77
2025
Q1 		$228K Buy
+3,140
New +$247K 0.06% 83
2023
Q4 		– Sell
-3,470
Closed -$217K – 79
2023
Q3 		$217K Hold
3,470
– – 0.12% 63
2023
Q2 		$223K Buy
+3,470
New +$196K 0.13% 63
2022
Q1 		– Sell
-3,720
Closed -$268K – 64
2021
Q4 		$268K Buy
+3,720
New +$233K 0.2% 49

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

Mayport LLC's LRCX Position: Q1 2026 in Review

Mayport LLC increased its Lam Research (LRCX) stake by 0.07% in Q1 2026, buying an estimated $447 and bringing the position to 3,043 shares worth $650K. The position accounts for 0.12% of the portfolio, ranked #62.

Mayport LLC first reported a position in LRCX in Q4 2021 and has held it in 8 quarters since. 2,631 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • Mayport LLC held 3,043 shares of Lam Research worth $650K as of Q1 2026.
  • Mayport LLC bought 2 Lam Research shares in Q1 2026, an estimated $447.
  • Lam Research made up 0.12% of Mayport LLC's portfolio in Q1 2026, its #62 holding.
  • Mayport LLC first reported a position in Lam Research in Q4 2021 and has held it in 8 quarters since.
  • 2,631 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Mayport LLC's 13F filing for Q1 2026, filed 21 Apr 2026.