MBB Public Markets’s Lam Research LRCX Stock Holding History

MBB Public Markets’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
2025 Q3	–	Sell	-3,321	Closed	-$323K	–	300
2025 Q2	$323K	Sell	3,321 -771	-19%	-$61.2K	0.03%	66
2025 Q1	$297K	Buy	+4,092	New	+$322K	0.03%	465
2024 Q4	–	Sell	-22,700	Closed	-$1.85M	–	358
2024 Q3	$1.85M	Sell	22,700 -69,220	-75%	-$6.02M	0.1%	80
2024 Q2	$9.79M	Buy	+91,920	New	+$8.82M	0.2%	93
2023 Q4	–	Sell	-142,150	Closed	-$8.91M	–	124
2023 Q3	$8.91M	Sell	142,150 -8,000	-5%	-$526K	0.54%	43
2023 Q2	$9.65M	Sell	150,150 -66,200	-31%	-$3.73M	0.51%	40
2023 Q1	$11.5M	Sell	216,350 -1,850	-0.8%	-$90.8K	0.64%	29
2022 Q4	$9.17M	Hold	218,200	–	–	0.25%	31
2022 Q3	$7.99M	Hold	218,200	–	–	0.21%	32
2022 Q2	$9.3M	Buy	+218,200	New	+$10.4M	0.22%	29
2022 Q1	–	Sell	-10,750	Closed	-$773K	–	288
2021 Q4	$773K	Buy	+10,750	New	+$674K	0.02%	172

Other funds holding LRCX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

MBB Public Markets's LRCX Position: Q3 2025 in Review

MBB Public Markets sold out of Lam Research (LRCX) in Q3 2025, closing a stake of 3,321 shares — an estimated $323K sold.

MBB Public Markets first reported a position in LRCX in Q4 2021 and held it in 11 quarters. The position peaked at $11.5M in Q1 2023. 2,107 funds tracked by Wall St. Rank hold LRCX as of Q3 2025.

MBB Public Markets reported no remaining Lam Research position as of Q3 2025 after selling out during the quarter.
MBB Public Markets sold 3,321 Lam Research shares in Q3 2025, an estimated $323K.
MBB Public Markets first reported a position in Lam Research in Q4 2021 and held it in 11 quarters.
MBB Public Markets's Lam Research position peaked at $11.5M in Q1 2023.
2,107 funds tracked by Wall St. Rank held Lam Research as of Q3 2025.

Based on MBB Public Markets's 13F filing for Q3 2025, filed 14 Nov 2025.