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&Partners’s Lam Research LRCX Stock Holding History

&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 		$27.7M Buy
129,764
+12,369
+11% +$2.77M 0.14% 139
2025
Q4 		$20.1M Buy
117,395
+15,195
+15% +$2.36M 0.11% 177
2025
Q3 		$13.8M Buy
102,200
+16,639
+19% +$1.76M 0.09% 216
2025
Q2 		$8.34M Buy
85,561
+54,437
+175% +$4.32M 0.06% 263
2025
Q1 		$2.27M Buy
31,124
+6,873
+28% +$541K 0.02% 500
2024
Q4 		$1.82M Buy
24,251
+8,311
+52% +$630K 0.02% 532
2024
Q3 		$1.27M Buy
15,940
+4,010
+34% +$349K 0.02% 477
2024
Q2 		$1.27M Buy
11,930
+4,910
+70% +$471K 0.06% 289
2024
Q1 		$682K Sell
7,020
-11,140
-61% -$980K 0.09% 217
2023
Q4 		$1.42M Buy
+18,160
New +$1.24M 0.35% 68

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

&Partners's LRCX Position: Q1 2026 in Review

&Partners increased its Lam Research (LRCX) stake by 11% in Q1 2026, buying an estimated $2.77M and bringing the position to 129,764 shares worth $27.7M. The position accounts for 0.14% of the portfolio, ranked #139.

&Partners first reported a position in LRCX in Q4 2023 and has held it in 10 quarters since. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • &Partners held 129,764 shares of Lam Research worth $27.7M as of Q1 2026.
  • &Partners bought 12,369 Lam Research shares in Q1 2026, an estimated $2.77M.
  • Lam Research made up 0.14% of &Partners's portfolio in Q1 2026, its #139 holding.
  • &Partners first reported a position in Lam Research in Q4 2023 and has held it in 10 quarters since.
  • 2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.