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McAdam LLC’s Lam Research LRCX Stock Holding History

McAdam 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 		$990K Buy
4,634
+1,214
+35% +$271K 0.04% 158
2025
Q4 		$585K Buy
3,420
+501
+17% +$77.9K 0.03% 206
2025
Q3 		$391K Sell
2,919
-204
-7% -$21.6K 0.02% 249
2025
Q2 		$304K Buy
+3,123
New +$248K 0.02% 282
2018
Q4 		– Sell
-350
Closed -$5K – 381
2018
Q3 		$5K Hold
350
– – ﹤0.01% 414
2018
Q2 		$6K Hold
350
– – ﹤0.01% 383
2018
Q1 		$7K Buy
+350
New +$6.93K ﹤0.01% 368

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

McAdam LLC's LRCX Position: Q1 2026 in Review

McAdam LLC increased its Lam Research (LRCX) stake by 35% in Q1 2026, buying an estimated $271K and bringing the position to 4,634 shares worth $990K. The position accounts for 0.04% of the portfolio, ranked #158.

McAdam LLC first reported a position in LRCX in Q1 2018 and has held it in 7 quarters since. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • McAdam LLC held 4,634 shares of Lam Research worth $990K as of Q1 2026.
  • McAdam LLC bought 1,214 Lam Research shares in Q1 2026, an estimated $271K.
  • Lam Research made up 0.04% of McAdam LLC's portfolio in Q1 2026, its #158 holding.
  • McAdam LLC first reported a position in Lam Research in Q1 2018 and has held it in 7 quarters since.
  • 2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on McAdam LLC's 13F filing for Q1 2026, filed 8 May 2026.