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Rathbones Group’s Lam Research LRCX Stock Holding History

Rathbones 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 		$15.6M Buy
73,112
+66,544
+1,013% +$14.9M 0.06% 141
2025
Q4 		$1.12M Sell
6,568
-372
-5% -$57.9K ﹤0.01% 353
2025
Q3 		$929K Buy
6,940
+2,830
+69% +$300K ﹤0.01% 357
2025
Q2 		$400K Hold
4,110
– – ﹤0.01% 459
2025
Q1 		$299K Sell
4,110
-60
-1% -$4.72K ﹤0.01% 463
2024
Q4 		$301K Buy
4,170
+80
+2% +$6.07K ﹤0.01% 471
2024
Q3 		$334K Buy
4,090
+160
+4% +$13.9K ﹤0.01% 464
2024
Q2 		$418K Sell
3,930
-150
-4% -$14.4K ﹤0.01% 443
2024
Q1 		$396K Buy
4,080
+1,160
+40% +$102K ﹤0.01% 446
2023
Q4 		$229K Buy
+2,920
New +$199K ﹤0.01% 513

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

Rathbones Group's LRCX Position: Q1 2026 in Review

Rathbones Group increased its Lam Research (LRCX) stake by 1,013% in Q1 2026, buying an estimated $14.9M and bringing the position to 73,112 shares worth $15.6M. The position accounts for 0.06% of the portfolio, ranked #141.

Rathbones Group 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.

  • Rathbones Group held 73,112 shares of Lam Research worth $15.6M as of Q1 2026.
  • Rathbones Group bought 66,544 Lam Research shares in Q1 2026, an estimated $14.9M.
  • Lam Research made up 0.06% of Rathbones Group's portfolio in Q1 2026, its #141 holding.
  • Rathbones Group 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 Rathbones Group's 13F filing for Q1 2026, filed 12 May 2026.