Needham Investment Management’s Lam Research LRCX Stock Holding History

Needham Investment 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	$5.34M	Hold	25,000	–	–	0.27%	92
2025 Q4	$4.28M	Hold	25,000	–	–	0.27%	90
2025 Q3	$3.35M	Hold	25,000	–	–	0.23%	94
2025 Q2	$2.43M	Hold	25,000	–	–	0.19%	97
2025 Q1	$1.82M	Hold	25,000	–	–	0.17%	103
2024 Q4	$1.81M	Hold	25,000	–	–	0.14%	113
2024 Q3	$2.04M	Hold	25,000	–	–	0.16%	107
2024 Q2	$2.66M	Hold	25,000	–	–	0.22%	97
2024 Q1	$2.43M	Hold	25,000	–	–	0.23%	96
2023 Q4	$1.96M	Hold	25,000	–	–	0.25%	91
2023 Q3	$1.57M	Hold	25,000	–	–	0.27%	79
2023 Q2	$1.61M	Hold	25,000	–	–	0.26%	71
2023 Q1	$1.33M	Hold	25,000	–	–	0.23%	84
2022 Q4	$1.05M	Hold	25,000	–	–	0.19%	86
2022 Q3	$915K	Hold	25,000	–	–	0.18%	88
2022 Q2	$1.06M	Hold	25,000	–	–	0.2%	87
2022 Q1	$1.34M	Hold	25,000	–	–	0.19%	84
2021 Q4	$1.8M	Hold	25,000	–	–	0.23%	75
2021 Q3	$1.42M	Hold	25,000	–	–	0.19%	79
2021 Q2	$1.63M	Hold	25,000	–	–	0.24%	73
2021 Q1	$1.49M	Hold	25,000	–	–	0.2%	79
2020 Q4	$1.18M	Hold	25,000	–	–	0.2%	79
2020 Q3	$829K	Hold	25,000	–	–	0.17%	80
2020 Q2	$809K	Hold	25,000	–	–	0.17%	77
2020 Q1	$600K	Hold	25,000	–	–	0.17%	83
2019 Q4	$731K	Hold	25,000	–	–	0.2%	72
2019 Q3	$578K	Hold	25,000	–	–	0.19%	65
2019 Q2	$470K	Hold	25,000	–	–	0.16%	69
2019 Q1	$448K	Hold	25,000	–	–	0.15%	64
2018 Q4	$340K	Hold	25,000	–	–	0.13%	70
2018 Q3	$379K	Hold	25,000	–	–	0.11%	75
2018 Q2	$432K	Hold	25,000	–	–	0.12%	78
2018 Q1	$508K	Hold	25,000	–	–	0.15%	67
2017 Q4	$460K	Hold	25,000	–	–	0.12%	77
2017 Q3	$463K	Hold	25,000	–	–	0.12%	80
2017 Q2	$354K	Hold	25,000	–	–	0.09%	88
2017 Q1	$321K	Hold	25,000	–	–	0.08%	93
2016 Q4	$264K	Hold	25,000	–	–	0.07%	93
2016 Q3	$237K	Hold	25,000	–	–	0.06%	88
2016 Q2	$210K	Hold	25,000	–	–	0.06%	83
2016 Q1	$207K	Buy	+25,000	New	+$182K	0.05%	91

Other funds holding LRCX

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Needham Investment Management's LRCX Position: Q1 2026 in Review

Needham Investment Management held its Lam Research (LRCX) position steady in Q1 2026 at 25,000 shares worth $5.34M. The position accounts for 0.27% of the portfolio, ranked #92.

Needham Investment Management first reported a position in LRCX in Q1 2016 and has held it in 41 quarters since. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

Needham Investment Management held 25,000 shares of Lam Research worth $5.34M as of Q1 2026.
Needham Investment Management left its Lam Research share count unchanged in Q1 2026.
Lam Research made up 0.27% of Needham Investment Management's portfolio in Q1 2026, its #92 holding.
Needham Investment Management first reported a position in Lam Research in Q1 2016 and has held it in 41 quarters since.
2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Needham Investment Management's 13F filing for Q1 2026, filed 15 May 2026.