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Nemes Rush Group’s Lam Research LRCX Stock Holding History

Nemes Rush Group’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 		$26.4M Sell
123,557
-28,605
-19% -$6.4M 2.51% 7
2025
Q4 		$26M Sell
152,162
-4,528
-3% -$704K 2.45% 8
2025
Q3 		$21M Buy
156,690
+1,710
+1% +$181K 2.08% 11
2025
Q2 		$15.1M Buy
154,980
+9,625
+7% +$763K 1.64% 17
2025
Q1 		$10.6M Buy
+145,355
New +$11.4M 1.33% 27
2024
Q4 		– Sell
-134,620
Closed -$13.1M – 762
2024
Q3 		$13.1M Sell
134,620
-850
-0.6% -$73.9K 1.9% 16
2024
Q2 		$14.4M Sell
135,470
-780
-0.6% -$74.8K 1.98% 14
2024
Q1 		$13.2M Sell
136,250
-600
-0.4% -$52.8K 1.9% 15
2023
Q4 		$10.7M Buy
136,850
+2,470
+2% +$168K 1.73% 17
2023
Q3 		$8.42M Buy
134,380
+3,450
+3% +$227K 1.53% 21
2023
Q2 		$8.42M Buy
+130,930
New +$7.38M 1.48% 22

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

Nemes Rush Group's LRCX Position: Q1 2026 in Review

Nemes Rush Group reduced its Lam Research (LRCX) stake by 19% in Q1 2026, selling an estimated $6.4M and leaving 123,557 shares worth $26.4M. The position accounts for 2.51% of the portfolio, ranked #7.

Nemes Rush Group first reported a position in LRCX in Q2 2023 and has held it in 11 quarters since. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • Nemes Rush Group held 123,557 shares of Lam Research worth $26.4M as of Q1 2026.
  • Nemes Rush Group sold 28,605 Lam Research shares in Q1 2026, an estimated $6.4M.
  • Lam Research made up 2.51% of Nemes Rush Group's portfolio in Q1 2026, its #7 holding.
  • Nemes Rush Group first reported a position in Lam Research in Q2 2023 and has held it in 11 quarters since.
  • 2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Nemes Rush Group's 13F filing for Q1 2026, filed 21 Apr 2026.