Silvant Capital Management’s Lam Research LRCX Stock Holding History

Silvant Capital Management’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	$4.51M	Sell	21,127 -3,922	-16%	-$877K	0.16%	78
2025 Q4	$4.29M	Sell	25,049 -31,723	-56%	-$4.93M	0.14%	80
2025 Q3	$7.6M	Sell	56,772 -5,370	-9%	-$569K	0.26%	46
2025 Q2	$6.05M	Buy	62,142 +9,778	+19%	+$776K	0.23%	63
2025 Q1	$3.81M	Hold	52,364	–	–	0.18%	74
2024 Q4	$3.78M	Buy	+52,364	New	+$3.97M	0.16%	83
2024 Q3	–	Sell	-89,510	Closed	-$9.55M	–	308
2024 Q2	$9.55M	Hold	89,510	–	–	0.42%	33
2024 Q1	$8.71M	Hold	89,510	–	–	0.42%	35
2023 Q4	$7.03M	Hold	89,510	–	–	0.38%	43
2023 Q3	$5.63M	Sell	89,510 -9,940	-10%	-$653K	0.34%	46
2023 Q2	$6.41M	Hold	99,450	–	–	0.36%	44
2023 Q1	$5.29M	Hold	99,450	–	–	0.34%	56
2022 Q4	$4.2M	Sell	99,450 -1,030	-1%	-$43.1K	0.3%	67
2022 Q3	$3.69M	Buy	+100,480	New	+$4.47M	0.25%	73
2018 Q3	–	Sell	-158,200	Closed	-$2.73M	–	343
2018 Q2	$2.73M	Buy	158,200 +2,030	+1%	+$39.1K	0.34%	94
2018 Q1	$3.17M	Buy	+156,170	New	+$3.09M	0.41%	86

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

Silvant Capital Management's LRCX Position: Q1 2026 in Review

Silvant Capital Management reduced its Lam Research (LRCX) stake by 16% in Q1 2026, selling an estimated $877K and leaving 21,127 shares worth $4.51M. The position accounts for 0.16% of the portfolio, ranked #78.

Silvant Capital Management first reported a position in LRCX in Q1 2018 and has held it in 16 quarters since. The position peaked at $9.55M in Q2 2024. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

Silvant Capital Management held 21,127 shares of Lam Research worth $4.51M as of Q1 2026.
Silvant Capital Management sold 3,922 Lam Research shares in Q1 2026, an estimated $877K.
Lam Research made up 0.16% of Silvant Capital Management's portfolio in Q1 2026, its #78 holding.
Silvant Capital Management first reported a position in Lam Research in Q1 2018 and has held it in 16 quarters since.
Silvant Capital Management's Lam Research position peaked at $9.55M in Q2 2024.
2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Silvant Capital Management's 13F filing for Q1 2026, filed 14 May 2026.