Saranac Partners’s Lam Research LRCX Stock Holding History

Saranac Partners’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	$401K	Sell	1,733 -467	-21%	-$104K	0.17%	66
2025 Q4	$377K	Hold	2,200	–	–	0.15%	58
2025 Q3	$295K	Buy	+2,200	New	+$233K	0.05%	175
2024 Q3	–	Sell	-2,900	Closed	-$309K	–	43
2024 Q2	$309K	Hold	2,900	–	–	0.18%	57
2024 Q1	$282K	Sell	2,900 -3,100	-52%	-$273K	0.17%	66
2023 Q4	$470K	Hold	6,000	–	–	0.31%	49
2023 Q3	$376K	Hold	6,000	–	–	0.21%	50
2023 Q2	$386K	Hold	6,000	–	–	0.2%	54
2023 Q1	$318K	Buy	+6,000	New	+$294K	0.19%	59

Other funds holding LRCX

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Saranac Partners's LRCX Position: Q1 2026 in Review

Saranac Partners reduced its Lam Research (LRCX) stake by 21% in Q1 2026, selling an estimated $104K and leaving 1,733 shares worth $401K. The position accounts for 0.17% of the portfolio, ranked #66.

Saranac Partners first reported a position in LRCX in Q1 2023 and has held it in 9 quarters since. The position peaked at $470K in Q4 2023. 2,637 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

Saranac Partners held 1,733 shares of Lam Research worth $401K as of Q1 2026.
Saranac Partners sold 467 Lam Research shares in Q1 2026, an estimated $104K.
Lam Research made up 0.17% of Saranac Partners's portfolio in Q1 2026, its #66 holding.
Saranac Partners first reported a position in Lam Research in Q1 2023 and has held it in 9 quarters since.
Saranac Partners's Lam Research position peaked at $470K in Q4 2023.
2,637 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Saranac Partners's 13F filing for Q1 2026, filed 15 May 2026.