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Ridgepath Capital Management’s Lam Research LRCX Stock Holding History

Ridgepath Capital 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 		$444K Hold
2,080
– – 0.22% 36
2025
Q4 		$279K Hold
2,080
– – 0.13% 39
2025
Q3 		$279K Hold
2,080
– – 0.12% 41
2025
Q2 		$202K Buy
+2,080
New +$165K 0.09% 46
2024
Q3 		– Sell
-2,080
Closed -$221K – 45
2024
Q2 		$221K Sell
2,080
-20
-1% -$1.92K 0.22% 38
2024
Q1 		$204K Buy
+2,100
New +$185K 0.23% 44

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

Ridgepath Capital Management's LRCX Position: Q1 2026 in Review

Ridgepath Capital Management held its Lam Research (LRCX) position steady in Q1 2026 at 2,080 shares worth $444K. The position accounts for 0.22% of the portfolio, ranked #36.

Ridgepath Capital Management first reported a position in LRCX in Q1 2024 and has held it in 6 quarters since. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • Ridgepath Capital Management held 2,080 shares of Lam Research worth $444K as of Q1 2026.
  • Ridgepath Capital Management left its Lam Research share count unchanged in Q1 2026.
  • Lam Research made up 0.22% of Ridgepath Capital Management's portfolio in Q1 2026, its #36 holding.
  • Ridgepath Capital Management first reported a position in Lam Research in Q1 2024 and has held it in 6 quarters since.
  • 2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Ridgepath Capital Management's 13F filing for Q1 2026, filed 7 May 2026.