Seldon Capital’s Lam Research LRCX Stock Holding History

Seldon 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	$329K	Hold	1,540	–	–	0.12%	55
2025 Q4	$264K	Hold	1,540	–	–	0.09%	57
2025 Q3	$206K	Buy	+1,540	New	+$163K	0.07%	70
2023 Q1	–	Sell	-1,540	Closed	-$64.7K	–	166
2022 Q4	$64.7K	Hold	1,540	–	–	0.06%	114
2022 Q3	$56K	Hold	1,540	–	–	0.04%	125
2022 Q2	$66K	Hold	1,540	–	–	0.04%	121
2022 Q1	$83K	Hold	1,540	–	–	0.05%	117
2021 Q4	$111K	Buy	+1,540	New	+$96.5K	0.07%	103

Other funds holding LRCX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $1.61T AUM 30.72% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Seldon Capital's LRCX Position: Q1 2026 in Review

Seldon Capital held its Lam Research (LRCX) position steady in Q1 2026 at 1,540 shares worth $329K. The position accounts for 0.12% of the portfolio, ranked #55.

Seldon Capital first reported a position in LRCX in Q4 2021 and has held it in 8 quarters since. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

Seldon Capital held 1,540 shares of Lam Research worth $329K as of Q1 2026.
Seldon Capital left its Lam Research share count unchanged in Q1 2026.
Lam Research made up 0.12% of Seldon Capital's portfolio in Q1 2026, its #55 holding.
Seldon Capital first reported a position in Lam Research in Q4 2021 and has held it in 8 quarters since.
2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Seldon Capital's 13F filing for Q1 2026, filed 15 May 2026.