NewSquare Capital’s Lam Research LRCX Stock Holding History

NewSquare Capital’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	$249K	Buy	+1,164	New	+$260K	0.02%	198
2025 Q3	–	Sell	-930	Closed	-$90.5K	–	777
2025 Q2	$90.5K	Sell	930 -1,441	-61%	-$114K	0.01%	224
2025 Q1	$172K	Sell	2,371 -112	-5%	-$8.82K	0.01%	181
2024 Q4	$179K	Sell	2,483 -85,287	-97%	-$6.47M	0.01%	165
2024 Q3	$7.16M	Buy	87,770 +8,310	+10%	+$723K	0.57%	54
2024 Q2	$8.46M	Buy	79,460 +4,700	+6%	+$451K	0.73%	33
2024 Q1	$7.26M	Buy	74,760 +800	+1%	+$70.4K	0.64%	47
2023 Q4	$5.79M	Buy	73,960 +2,490	+3%	+$170K	0.55%	59
2023 Q3	$4.48M	Buy	71,470 +5,090	+8%	+$334K	0.47%	69
2023 Q2	$4.27M	Buy	66,380 +220	+0.3%	+$12.4K	0.44%	77
2023 Q1	$3.51M	Buy	66,160 +66,130	+220,433%	+$3.25M	0.41%	89
2022 Q4	$1.26K	Buy	+30	New	+$1.25K	﹤0.01%	548

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

NewSquare Capital's LRCX Position: Q1 2026 in Review

NewSquare Capital opened a new position in Lam Research (LRCX) in Q1 2026: 1,164 shares worth $249K. The stake represents 0.02% of the portfolio and ranks #198 among its holdings. This is a return to the name: NewSquare Capital previously reported a position in LRCX as recently as Q2 2025.

NewSquare Capital first reported a position in LRCX in Q4 2022 and has held it in 12 quarters since. The position peaked at $8.46M in Q2 2024. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

NewSquare Capital held 1,164 shares of Lam Research worth $249K as of Q1 2026.
Lam Research was a new NewSquare Capital position in Q1 2026.
Lam Research made up 0.02% of NewSquare Capital's portfolio in Q1 2026, its #198 holding.
NewSquare Capital first reported a position in Lam Research in Q4 2022 and has held it in 12 quarters since.
NewSquare Capital's Lam Research position peaked at $8.46M in Q2 2024.
2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on NewSquare Capital's 13F filing for Q1 2026, filed 8 May 2026.