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Redwood Investment Management’s Lam Research LRCX Stock Holding History

Redwood 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 		– Sell
-6,369
Closed -$1.09M – 311
2025
Q4 		$1.09M Sell
6,369
-3,090
-33% -$481K 0.12% 181
2025
Q3 		$1.27M Buy
+9,459
New +$1M 0.14% 121
2024
Q4 		– Sell
-13,410
Closed -$1.11M – 360
2024
Q3 		$1.11M Sell
13,410
-1,890
-12% -$164K 0.1% 236
2024
Q2 		$1.15M Sell
15,300
-2,360
-13% -$226K 0.1% 240
2024
Q1 		$1.72M Sell
17,660
-300
-2% -$26.4K 0.16% 146
2023
Q4 		$1.41M Sell
17,960
-12,770
-42% -$870K 0.13% 203
2023
Q3 		$1.93M Buy
30,730
+5,190
+20% +$341K 0.17% 124
2023
Q2 		$1.64M Buy
+25,540
New +$1.44M 0.17% 195
2022
Q4 		– Sell
-6,440
Closed -$236K – 277
2022
Q3 		$236K Buy
+6,440
New +$287K 0.05% 190
2022
Q1 		– Sell
-20,890
Closed -$1.5M – 325
2021
Q4 		$1.5M Buy
+20,890
New +$1.31M 0.2% 139
2021
Q3 		– Sell
-20,110
Closed -$1.31M – 289
2021
Q2 		$1.31M Buy
20,110
+5,620
+39% +$355K 0.21% 118
2021
Q1 		$863K Buy
+14,490
New +$790K 0.16% 198
2020
Q3 		– Sell
-26,450
Closed -$856K – 275
2020
Q2 		$856K Sell
26,450
-2,760
-9% -$75.3K 0.24% 81
2020
Q1 		$701K Sell
29,210
-10,510
-26% -$303K 0.44% 73
2019
Q4 		$1.16M Sell
39,720
-162,800
-80% -$4.32M 0.29% 93
2019
Q3 		$4.68M Buy
202,520
+30,850
+18% +$648K 1.27% 9
2019
Q2 		$3.23M Buy
171,670
+19,080
+13% +$362K 0.9% 37
2019
Q1 		$2.73M Buy
+152,590
New +$2.55M 1.17% 43

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

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

Redwood Investment Management sold out of Lam Research (LRCX) in Q1 2026, closing a stake of 6,369 shares — an estimated $1.09M sold.

Redwood Investment Management first reported a position in LRCX in Q1 2019 and held it in 18 quarters. The position peaked at $4.68M in Q3 2019. 2,632 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • Redwood Investment Management reported no remaining Lam Research position as of Q1 2026 after selling out during the quarter.
  • Redwood Investment Management sold 6,369 Lam Research shares in Q1 2026, an estimated $1.09M.
  • Redwood Investment Management first reported a position in Lam Research in Q1 2019 and held it in 18 quarters.
  • Redwood Investment Management's Lam Research position peaked at $4.68M in Q3 2019.
  • 2,632 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Redwood Investment Management's 13F filing for Q1 2026, filed 14 May 2026.