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Norden Group’s Lam Research LRCX Stock Holding History

Norden 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 		$14.1M Buy
65,808
+3,048
+5% +$682K 1.35% 9
2025
Q4 		$10.7M Buy
62,760
+46,952
+297% +$7.3M 1.05% 13
2025
Q3 		$2.12M Buy
15,808
+1,241
+9% +$131K 0.22% 93
2025
Q2 		$1.42M Sell
14,567
-47,582
-77% -$3.77M 0.15% 140
2025
Q1 		$4.52M Buy
62,149
+2,652
+4% +$209K 0.52% 40
2024
Q4 		$4.3M Buy
59,497
+2,357
+4% +$179K 0.49% 43
2024
Q3 		$4.66M Buy
57,140
+15,200
+36% +$1.32M 0.55% 42
2024
Q2 		$4.47M Buy
41,940
+6,400
+18% +$614K 0.9% 22
2024
Q1 		$3.45M Buy
35,540
+29,210
+461% +$2.57M 0.7% 34
2023
Q4 		$496K Buy
6,330
+340
+6% +$23.2K 0.09% 145
2023
Q3 		$376K Buy
+5,990
New +$394K 0.12% 159

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

Norden Group's LRCX Position: Q1 2026 in Review

Norden Group increased its Lam Research (LRCX) stake by 4.9% in Q1 2026, buying an estimated $682K and bringing the position to 65,808 shares worth $14.1M. The position accounts for 1.35% of the portfolio, ranked #9.

Norden Group first reported a position in LRCX in Q3 2023 and has held it in 11 quarters since. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • Norden Group held 65,808 shares of Lam Research worth $14.1M as of Q1 2026.
  • Norden Group bought 3,048 Lam Research shares in Q1 2026, an estimated $682K.
  • Lam Research made up 1.35% of Norden Group's portfolio in Q1 2026, its #9 holding.
  • Norden Group first reported a position in Lam Research in Q3 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 Norden Group's 13F filing for Q1 2026, filed 15 Apr 2026.