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North Star Asset Management’s Lam Research LRCX Stock Holding History

North Star Asset 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 		$367K Buy
1,717
+30
+2% +$6.71K 0.02% 276
2025
Q4 		$289K Hold
1,687
– – 0.01% 292
2025
Q3 		$226K Buy
+1,687
New +$179K 0.01% 317

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

North Star Asset Management's LRCX Position: Q1 2026 in Review

North Star Asset Management increased its Lam Research (LRCX) stake by 1.8% in Q1 2026, buying an estimated $6.71K and bringing the position to 1,717 shares worth $367K. The position accounts for 0.02% of the portfolio, ranked #276.

North Star Asset Management first reported a position in LRCX in Q3 2025 and has held it in 3 quarters since. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • North Star Asset Management held 1,717 shares of Lam Research worth $367K as of Q1 2026.
  • North Star Asset Management bought 30 Lam Research shares in Q1 2026, an estimated $6.71K.
  • Lam Research made up 0.02% of North Star Asset Management's portfolio in Q1 2026, its #276 holding.
  • North Star Asset Management first reported a position in Lam Research in Q3 2025 and has held it in 3 quarters since.
  • 2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on North Star Asset Management's 13F filing for Q1 2026, filed 6 May 2026.