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NWK Group’s Lam Research LRCX Stock Holding History

NWK 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 		$6.68M Sell
31,248
-57
-0.2% -$12.7K 2.56% 18
2025
Q4 		$5.36M Buy
+31,305
New +$4.87M 1.86% 21
2024
Q3 		– Sell
-65,820
Closed -$7.01M – 74
2024
Q2 		$7.01M Buy
65,820
+48,690
+284% +$4.67M 2.95% 16
2024
Q1 		$1.66M Sell
17,130
-80
-0.5% -$7.04K 0.78% 30
2023
Q4 		$1.35M Buy
17,210
+150
+0.9% +$10.2K 0.69% 32
2023
Q3 		$1.07M Buy
+17,060
New +$1.12M 0.66% 31
2022
Q1 		– Sell
-108,890
Closed -$7.83M – 83
2021
Q4 		$7.83M Buy
108,890
+1,050
+1% +$65.8K 2.88% 11
2021
Q3 		$6.14M Buy
107,840
+4,000
+4% +$243K 2.44% 14
2021
Q2 		$6.76M Buy
+103,840
New +$6.55M 2.7% 11

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

NWK Group's LRCX Position: Q1 2026 in Review

NWK Group reduced its Lam Research (LRCX) stake by 0.18% in Q1 2026, selling an estimated $12.7K and leaving 31,248 shares worth $6.68M. The position accounts for 2.56% of the portfolio, ranked #18.

NWK Group first reported a position in LRCX in Q2 2021 and has held it in 9 quarters since. The position peaked at $7.83M in Q4 2021. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • NWK Group held 31,248 shares of Lam Research worth $6.68M as of Q1 2026.
  • NWK Group sold 57 Lam Research shares in Q1 2026, an estimated $12.7K.
  • Lam Research made up 2.56% of NWK Group's portfolio in Q1 2026, its #18 holding.
  • NWK Group first reported a position in Lam Research in Q2 2021 and has held it in 9 quarters since.
  • NWK Group's Lam Research position peaked at $7.83M in Q4 2021.
  • 2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on NWK Group's 13F filing for Q1 2026, filed 7 May 2026.