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Panoramic Capital Partners’s Lam Research LRCX Stock Holding History

Panoramic Capital Partners’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 		$318K Buy
1,489
+39
+3% +$8.72K 0.2% 43
2025
Q4 		$248K Buy
+1,450
New +$226K 0.15% 49

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

Panoramic Capital Partners's LRCX Position: Q1 2026 in Review

Panoramic Capital Partners increased its Lam Research (LRCX) stake by 2.7% in Q1 2026, buying an estimated $8.72K and bringing the position to 1,489 shares worth $318K. The position accounts for 0.2% of the portfolio, ranked #43.

Panoramic Capital Partners first reported a position in LRCX in Q4 2025 and has held it in 2 quarters since. 2,632 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • Panoramic Capital Partners held 1,489 shares of Lam Research worth $318K as of Q1 2026.
  • Panoramic Capital Partners bought 39 Lam Research shares in Q1 2026, an estimated $8.72K.
  • Lam Research made up 0.2% of Panoramic Capital Partners's portfolio in Q1 2026, its #43 holding.
  • Panoramic Capital Partners first reported a position in Lam Research in Q4 2025 and has held it in 2 quarters since.
  • 2,632 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Panoramic Capital Partners's 13F filing for Q1 2026, filed 8 Apr 2026.