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McLean Asset Management’s Lam Research LRCX Stock Holding History

McLean Asset Management’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 		$1.14M Buy
5,335
+236
+5% +$52.8K 0.2% 51
2025
Q4 		$1.06M Buy
5,099
+65
+1% +$10.1K 0.19% 51
2025
Q3 		$751K Buy
5,034
+42
+0.8% +$4.45K 0.15% 74
2025
Q2 		$493K Buy
4,992
+82
+2% +$6.5K 0.13% 82
2025
Q1 		$296K Sell
4,910
-212
-4% -$16.7K 0.1% 109
2024
Q4 		$370K Sell
5,122
-43,078
-89% -$3.27M 0.11% 95
2024
Q3 		$393K Buy
48,200
+43,340
+892% +$3.77M 0.12% 88
2024
Q2 		$548K Buy
4,860
+70
+1% +$6.71K 0.18% 70
2024
Q1 		$466K Buy
4,790
+10
+0.2% +$880 0.16% 77
2023
Q4 		$350K Buy
4,780
+10
+0.2% +$682 0.13% 85
2023
Q3 		$303K Sell
4,770
-10
-0.2% -$657 0.12% 94
2023
Q2 		$307K Hold
4,780
– – 0.12% 94
2023
Q1 		$254K Sell
4,780
-80
-2% -$3.93K 0.1% 102
2022
Q4 		$204K Buy
+4,860
New +$203K 0.07% 131
2022
Q2 		– Sell
-4,880
Closed -$262K – 137
2022
Q1 		$262K Buy
4,880
+100
+2% +$5.82K 0.19% 95
2021
Q4 		$328K Hold
4,780
– – 0.13% 84
2021
Q3 		$263K Buy
4,780
+70
+1% +$4.26K 0.1% 104
2021
Q2 		$277K Buy
4,710
+80
+2% +$5.05K 0.12% 83
2021
Q1 		$299K Buy
4,630
+100
+2% +$5.45K 0.24% 68
2020
Q4 		$214K Buy
+4,530
New +$191K 0.19% 86

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

McLean Asset Management's LRCX Position: Q1 2026 in Review

McLean Asset Management increased its Lam Research (LRCX) stake by 4.6% in Q1 2026, buying an estimated $52.8K and bringing the position to 5,335 shares worth $1.14M. The position accounts for 0.2% of the portfolio, ranked #51.

McLean Asset Management first reported a position in LRCX in Q4 2020 and has held it in 20 quarters since. 2,632 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • McLean Asset Management held 5,335 shares of Lam Research worth $1.14M as of Q1 2026.
  • McLean Asset Management bought 236 Lam Research shares in Q1 2026, an estimated $52.8K.
  • Lam Research made up 0.2% of McLean Asset Management's portfolio in Q1 2026, its #51 holding.
  • McLean Asset Management first reported a position in Lam Research in Q4 2020 and has held it in 20 quarters since.
  • 2,632 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on McLean Asset Management's 13F filing for Q1 2026, filed 22 Apr 2026.