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Ring Mountain Capital’s Lam Research LRCX Stock Holding History

Ring Mountain Capital’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 		$270K Hold
1,263
– – 0.15% 79
2025
Q4 		$282K Buy
+1,263
New +$196K 0.14% 82

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

Ring Mountain Capital's LRCX Position: Q1 2026 in Review

Ring Mountain Capital held its Lam Research (LRCX) position steady in Q1 2026 at 1,263 shares worth $270K. The position accounts for 0.15% of the portfolio, ranked #79.

Ring Mountain Capital first reported a position in LRCX in Q4 2025 and has held it in 2 quarters since. The position peaked at $282K in Q4 2025. 2,632 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • Ring Mountain Capital held 1,263 shares of Lam Research worth $270K as of Q1 2026.
  • Ring Mountain Capital left its Lam Research share count unchanged in Q1 2026.
  • Lam Research made up 0.15% of Ring Mountain Capital's portfolio in Q1 2026, its #79 holding.
  • Ring Mountain Capital first reported a position in Lam Research in Q4 2025 and has held it in 2 quarters since.
  • Ring Mountain Capital's Lam Research position peaked at $282K in Q4 2025.
  • 2,632 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Ring Mountain Capital's 13F filing for Q1 2026, filed 1 May 2026.