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

North Star 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 		$71.1K Sell
333
-1
-0.3% -$224 ﹤0.01% 657
2025
Q4 		$57.2K Buy
334
+77
+30% +$12K ﹤0.01% 642
2025
Q3 		$34.4K Buy
257
+7
+3% +$741 ﹤0.01% 727
2025
Q2 		$24.3K Hold
250
– – ﹤0.01% 756
2025
Q1 		$18.2K Buy
250
+50
+25% +$3.94K ﹤0.01% 768
2024
Q4 		$14.4K Buy
200
+150
+300% +$11.4K ﹤0.01% 805
2024
Q3 		$4.08K Hold
50
– – ﹤0.01% 1000
2024
Q2 		$5.32K Hold
50
– – ﹤0.01% 918
2024
Q1 		$4.86K Hold
50
– – ﹤0.01% 982
2023
Q4 		$3.92K Hold
50
– – ﹤0.01% 975
2023
Q3 		$3.13K Hold
50
– – ﹤0.01% 1019
2023
Q2 		$3.21K Hold
50
– – ﹤0.01% 1031
2023
Q1 		$2.65K Hold
50
– – ﹤0.01% 1061
2022
Q4 		$2.1K Buy
+50
New +$2.09K ﹤0.01% 1069
2020
Q2 		– Sell
-6,500
Closed -$156K – 1011
2020
Q1 		$156K Hold
6,500
– – 0.02% 351
2019
Q4 		$190K Hold
6,500
– – 0.02% 365
2019
Q3 		$150K Buy
+6,500
New +$136K 0.02% 381
2019
Q2 		– Sell
-6,500
Closed -$116K – 694
2019
Q1 		$116K Hold
6,500
– – 0.01% 419
2018
Q4 		$89K Hold
6,500
– – 0.01% 427
2018
Q3 		$99K Buy
6,500
+3,750
+136% +$64K 0.01% 447
2018
Q2 		$48K Hold
2,750
– – 0.01% 573
2018
Q1 		$56K Sell
2,750
-1,300
-32% -$25.7K 0.01% 536
2017
Q4 		$75K Hold
4,050
– – 0.01% 480
2017
Q3 		$75K Buy
4,050
+1,250
+45% +$20.3K 0.01% 470
2017
Q2 		$40K Hold
2,800
– – 0.01% 583
2017
Q1 		$36K Buy
+2,800
New +$32.9K 0.01% 576
2016
Q1 		– Sell
-4,000
Closed -$32K – 768
2015
Q4 		$32K Hold
4,000
– – 0.01% 443
2015
Q3 		$26K Buy
+4,000
New +$29.3K 0.01% 474

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 Investment Management's LRCX Position: Q1 2026 in Review

North Star Investment Management reduced its Lam Research (LRCX) stake by 0.3% in Q1 2026, selling an estimated $224 and leaving 333 shares worth $71.1K. The position accounts for ﹤0.01% of the portfolio, ranked #657.

North Star Investment Management first reported a position in LRCX in Q3 2015 and has held it in 28 quarters since. The position peaked at $190K in Q4 2019. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • North Star Investment Management held 333 shares of Lam Research worth $71.1K as of Q1 2026.
  • North Star Investment Management sold 1 Lam Research share in Q1 2026, an estimated $224.
  • Lam Research made up ﹤0.01% of North Star Investment Management's portfolio in Q1 2026, its #657 holding.
  • North Star Investment Management first reported a position in Lam Research in Q3 2015 and has held it in 28 quarters since.
  • North Star Investment Management's Lam Research position peaked at $190K in Q4 2019.
  • 2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on North Star Investment Management's 13F filing for Q1 2026, filed 23 Apr 2026.