Rockbridge Investment Management’s Lam Research LRCX Stock Holding History

Rockbridge 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
2025 Q4	–	Sell	-1,590	Closed	-$213K	–	138
2025 Q3	$213K	Buy	+1,590	New	+$168K	0.02%	132
2024 Q1	–	Sell	-1,590	Closed	-$125K	–	406
2023 Q4	$125K	Buy	+1,590	New	+$108K	0.02%	155
2022 Q3	–	Sell	-1,590	Closed	-$67.8K	–	384
2022 Q2	$67.8K	Hold	1,590	–	–	0.01%	190
2022 Q1	$83.5K	Hold	1,590	–	–	0.01%	235
2021 Q4	$114K	Buy	1,590 +1,500	+1,667%	+$94K	0.02%	242
2021 Q3	$5K	Hold	90	–	–	﹤0.01%	614
2021 Q2	$6K	Hold	90	–	–	﹤0.01%	586
2021 Q1	$5K	Sell	90 -80	-47%	-$4.36K	﹤0.01%	578
2020 Q4	$8K	Sell	170 -20	-11%	-$841	﹤0.01%	526
2020 Q3	$6K	Hold	190	–	–	﹤0.01%	514
2020 Q2	$6K	Buy	+190	New	+$5.18K	﹤0.01%	478

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 $3.38T AUM 44.17% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Rockbridge Investment Management's LRCX Position: Q4 2025 in Review

Rockbridge Investment Management sold out of Lam Research (LRCX) in Q4 2025, closing a stake of 1,590 shares — an estimated $213K sold.

Rockbridge Investment Management first reported a position in LRCX in Q2 2020 and held it in 11 quarters. The position peaked at $213K in Q3 2025. 2,396 funds tracked by Wall St. Rank hold LRCX as of Q4 2025.

Rockbridge Investment Management reported no remaining Lam Research position as of Q4 2025 after selling out during the quarter.
Rockbridge Investment Management sold 1,590 Lam Research shares in Q4 2025, an estimated $213K.
Rockbridge Investment Management first reported a position in Lam Research in Q2 2020 and held it in 11 quarters.
Rockbridge Investment Management's Lam Research position peaked at $213K in Q3 2025.
2,396 funds tracked by Wall St. Rank held Lam Research as of Q4 2025.

Based on Rockbridge Investment Management's 13F filing for Q4 2025, filed 4 Feb 2026.