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Seeds Investor’s Lam Research LRCX Stock Holding History

Seeds Investor’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 		$1.76M Buy
6,465
+312
+5% +$69.8K 0.24% 78
2025
Q4 		$1.05M Sell
6,153
-1,583
-20% -$246K 0.2% 82
2025
Q3 		$1.04M Sell
7,736
-16
-0.2% -$1.69K 0.22% 77
2025
Q2 		$755K Sell
7,752
-864
-10% -$68.5K 0.18% 84
2025
Q1 		$626K Sell
8,616
-338
-4% -$26.6K 0.18% 84
2024
Q4 		$647K Sell
8,954
-816
-8% -$61.9K 0.18% 81
2024
Q3 		$797K Sell
9,770
-5,320
-35% -$463K 0.3% 64
2024
Q2 		$1.61M Buy
15,090
+2,040
+16% +$196K 0.82% 17
2024
Q1 		$1.27M Buy
13,050
+440
+3% +$38.7K 1.17% 10
2023
Q4 		$988K Buy
+12,610
New +$859K 1.12% 10

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

Seeds Investor's LRCX Position: Q1 2026 in Review

Seeds Investor increased its Lam Research (LRCX) stake by 5.1% in Q1 2026, buying an estimated $69.8K and bringing the position to 6,465 shares worth $1.76M. The position accounts for 0.24% of the portfolio, ranked #78.

Seeds Investor first reported a position in LRCX in Q4 2023 and has held it in 10 quarters since. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • Seeds Investor held 6,465 shares of Lam Research worth $1.76M as of Q1 2026.
  • Seeds Investor bought 312 Lam Research shares in Q1 2026, an estimated $69.8K.
  • Lam Research made up 0.24% of Seeds Investor's portfolio in Q1 2026, its #78 holding.
  • Seeds Investor first reported a position in Lam Research in Q4 2023 and has held it in 10 quarters since.
  • 2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Seeds Investor's 13F filing for Q1 2026, filed 11 May 2026.