Sand Hill Global Advisors’s Lam Research LRCX Stock Holding History

Sand Hill Global Advisors’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	-4,265	Closed	-$571K	–	204
2025 Q3	$571K	Sell	4,265 -10,995	-72%	-$1.16M	0.02%	135
2025 Q2	$1.49M	Buy	+15,260	New	+$1.21M	0.06%	111

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

Sand Hill Global Advisors's LRCX Position: Q4 2025 in Review

Sand Hill Global Advisors sold out of Lam Research (LRCX) in Q4 2025, closing a stake of 4,265 shares — an estimated $571K sold.

Sand Hill Global Advisors first reported a position in LRCX in Q2 2025 and held it in 2 quarters. The position peaked at $1.49M in Q2 2025. 2,396 funds tracked by Wall St. Rank hold LRCX as of Q4 2025.

Sand Hill Global Advisors reported no remaining Lam Research position as of Q4 2025 after selling out during the quarter.
Sand Hill Global Advisors sold 4,265 Lam Research shares in Q4 2025, an estimated $571K.
Sand Hill Global Advisors first reported a position in Lam Research in Q2 2025 and held it in 2 quarters.
Sand Hill Global Advisors's Lam Research position peaked at $1.49M in Q2 2025.
2,396 funds tracked by Wall St. Rank held Lam Research as of Q4 2025.

Based on Sand Hill Global Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.