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Savant Capital’s Lam Research LRCX Stock Holding History

Savant 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 		$5.49M Sell
25,696
-313
-1% -$70K 0.03% 252
2025
Q4 		$4.45M Sell
26,009
-59
-0.2% -$9.18K 0.03% 266
2025
Q3 		$3.49M Buy
26,068
+408
+2% +$43.2K 0.02% 284
2025
Q2 		$2.5M Buy
25,660
+6,086
+31% +$483K 0.02% 328
2025
Q1 		$1.42M Sell
19,574
-3,216
-14% -$253K 0.01% 394
2024
Q4 		$1.65M Sell
22,790
-150
-0.7% -$11.4K 0.01% 490
2024
Q3 		$1.87M Sell
22,940
-10,930
-32% -$950K 0.02% 452
2024
Q2 		$3.61M Buy
33,870
+870
+3% +$83.4K 0.04% 243
2024
Q1 		$3.21M Buy
33,000
+13,300
+68% +$1.17M 0.04% 247
2023
Q4 		$1.54M Buy
19,700
+2,640
+15% +$180K 0.02% 335
2023
Q3 		$1.07M Buy
17,060
+90
+0.5% +$5.91K 0.02% 371
2023
Q2 		$1.09M Buy
16,970
+7,920
+88% +$446K 0.02% 363
2023
Q1 		$480K Buy
9,050
+1,500
+20% +$73.6K 0.01% 469
2022
Q4 		$317K Sell
7,550
-740
-9% -$31K 0.01% 448
2022
Q3 		$303K Sell
8,290
-350
-4% -$15.6K 0.01% 422
2022
Q2 		$368K Buy
8,640
+1,480
+21% +$70.5K 0.01% 394
2022
Q1 		$385K Sell
7,160
-330
-4% -$19.2K 0.01% 400
2021
Q4 		$539K Buy
7,490
+660
+10% +$41.4K 0.02% 342
2021
Q3 		$389K Buy
6,830
+260
+4% +$15.8K 0.01% 369
2021
Q2 		$428K Buy
6,570
+250
+4% +$15.8K 0.02% 337
2021
Q1 		$376K Sell
6,320
-40
-0.6% -$2.18K 0.02% 331
2020
Q4 		$300K Buy
+6,360
New +$268K 0.02% 351

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

Savant Capital's LRCX Position: Q1 2026 in Review

Savant Capital reduced its Lam Research (LRCX) stake by 1.2% in Q1 2026, selling an estimated $70K and leaving 25,696 shares worth $5.49M. The position accounts for 0.03% of the portfolio, ranked #252.

Savant Capital first reported a position in LRCX in Q4 2020 and has held it in 22 quarters since. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • Savant Capital held 25,696 shares of Lam Research worth $5.49M as of Q1 2026.
  • Savant Capital sold 313 Lam Research shares in Q1 2026, an estimated $70K.
  • Lam Research made up 0.03% of Savant Capital's portfolio in Q1 2026, its #252 holding.
  • Savant Capital first reported a position in Lam Research in Q4 2020 and has held it in 22 quarters since.
  • 2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Savant Capital's 13F filing for Q1 2026, filed 4 May 2026.