Peregrine Asset Advisers’s Lam Research LRCX Stock Holding History

Peregrine Asset Advisers’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	$2.66M	Buy	+12,470	New	+$2.79M	0.72%	40
2025 Q4	–	Sell	-20,044	Closed	-$2.68M	–	187
2025 Q3	$2.68M	Buy	+20,044	New	+$2.12M	0.8%	31
2017 Q4	–	Sell	-581,900	Closed	-$10.8M	–	113
2017 Q3	$10.8M	Buy	581,900 +542,970	+1,395%	+$8.81M	5.66%	2
2017 Q2	$551K	Buy	38,930 +8,930	+30%	+$131K	0.35%	47
2017 Q1	$385K	Hold	30,000	–	–	0.21%	56
2016 Q4	$317K	Hold	30,000	–	–	0.19%	75
2016 Q3	$284K	Buy	+30,000	New	+$273K	0.18%	81

Other funds holding LRCX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Peregrine Asset Advisers's LRCX Position: Q1 2026 in Review

Peregrine Asset Advisers opened a new position in Lam Research (LRCX) in Q1 2026: 12,470 shares worth $2.66M. The stake represents 0.72% of the portfolio and ranks #40 among its holdings. This is a return to the name: Peregrine Asset Advisers previously reported a position in LRCX as recently as Q3 2025.

Peregrine Asset Advisers first reported a position in LRCX in Q3 2016 and has held it in 7 quarters since. The position peaked at $10.8M in Q3 2017. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

Peregrine Asset Advisers held 12,470 shares of Lam Research worth $2.66M as of Q1 2026.
Lam Research was a new Peregrine Asset Advisers position in Q1 2026.
Lam Research made up 0.72% of Peregrine Asset Advisers's portfolio in Q1 2026, its #40 holding.
Peregrine Asset Advisers first reported a position in Lam Research in Q3 2016 and has held it in 7 quarters since.
Peregrine Asset Advisers's Lam Research position peaked at $10.8M in Q3 2017.
2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Peregrine Asset Advisers's 13F filing for Q1 2026, filed 24 Apr 2026.