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Murphy & Mullick Capital Management’s Lam Research LRCX Stock Holding History

Murphy & Mullick Capital 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 		$754K Sell
3,530
-30
-0.8% -$6.71K 0.56% 47
2025
Q4 		$609K Buy
3,560
+350
+11% +$54.4K 0.44% 55
2025
Q3 		$438K Buy
3,210
+115
+4% +$12.2K 0.32% 70
2025
Q2 		$294K Sell
3,095
-85
-3% -$6.74K 0.24% 90
2025
Q1 		$231K Hold
3,180
– – 0.22% 105
2024
Q4 		$230K Buy
+3,180
New +$241K 0.21% 101

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

Murphy & Mullick Capital Management's LRCX Position: Q1 2026 in Review

Murphy & Mullick Capital Management reduced its Lam Research (LRCX) stake by 0.84% in Q1 2026, selling an estimated $6.71K and leaving 3,530 shares worth $754K. The position accounts for 0.56% of the portfolio, ranked #47.

Murphy & Mullick Capital Management first reported a position in LRCX in Q4 2024 and has held it in 6 quarters since. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • Murphy & Mullick Capital Management held 3,530 shares of Lam Research worth $754K as of Q1 2026.
  • Murphy & Mullick Capital Management sold 30 Lam Research shares in Q1 2026, an estimated $6.71K.
  • Lam Research made up 0.56% of Murphy & Mullick Capital Management's portfolio in Q1 2026, its #47 holding.
  • Murphy & Mullick Capital Management first reported a position in Lam Research in Q4 2024 and has held it in 6 quarters since.
  • 2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Murphy & Mullick Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.