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Progressive Investment Management’s Lam Research LRCX Stock Holding History

Progressive 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 		$8.87M Sell
41,530
-26
-0.1% -$5.81K 2.34% 16
2025
Q4 		$7.11M Sell
41,556
-313
-0.7% -$48.7K 1.7% 23
2025
Q3 		$5.61M Sell
41,869
-344
-0.8% -$36.4K 1.36% 24
2025
Q2 		$4.11M Sell
42,213
-368
-0.9% -$29.2K 1.05% 27
2025
Q1 		$3.1M Buy
42,581
+156
+0.4% +$12.3K 0.87% 30
2024
Q4 		$3.06M Sell
42,425
-1,315
-3% -$99.7K 0.79% 32
2024
Q3 		$3.57M Sell
43,740
-80
-0.2% -$6.96K 0.92% 31
2024
Q2 		$4.67M Buy
+43,820
New +$4.2M 1.24% 27

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

Progressive Investment Management's LRCX Position: Q1 2026 in Review

Progressive Investment Management reduced its Lam Research (LRCX) stake by 0.06% in Q1 2026, selling an estimated $5.81K and leaving 41,530 shares worth $8.87M. The position accounts for 2.34% of the portfolio, ranked #16.

Progressive Investment Management first reported a position in LRCX in Q2 2024 and has held it in 8 quarters since. 2,632 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • Progressive Investment Management held 41,530 shares of Lam Research worth $8.87M as of Q1 2026.
  • Progressive Investment Management sold 26 Lam Research shares in Q1 2026, an estimated $5.81K.
  • Lam Research made up 2.34% of Progressive Investment Management's portfolio in Q1 2026, its #16 holding.
  • Progressive Investment Management first reported a position in Lam Research in Q2 2024 and has held it in 8 quarters since.
  • 2,632 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Progressive Investment Management's 13F filing for Q1 2026, filed 5 May 2026.