Reflection Asset Management’s Lam Research LRCX Stock Holding History

Reflection Asset 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
2025 Q4	$2.45M	Buy	+14,302	New	+$2.22M	1.74%	11

Other funds holding LRCX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JSC

J. Stern & Co London, United Kingdom $1.06B AUM 11.76% 1-Year Est. Return

Reflection Asset Management's LRCX Position: Q4 2025 in Review

Reflection Asset Management opened a new position in Lam Research (LRCX) in Q4 2025: 14,302 shares worth $2.45M. The stake represents 1.74% of the portfolio and ranks #11 among its holdings.

2,389 funds tracked by Wall St. Rank hold LRCX as of Q4 2025.

Reflection Asset Management held 14,302 shares of Lam Research worth $2.45M as of Q4 2025.
Lam Research was a new Reflection Asset Management position in Q4 2025.
Lam Research made up 1.74% of Reflection Asset Management's portfolio in Q4 2025, its #11 holding.
2,389 funds tracked by Wall St. Rank held Lam Research as of Q4 2025.

Based on Reflection Asset Management's 13F filing for Q4 2025, filed 2 Mar 2026.