Silvercrest Asset Management’s Lam Research LRCX Stock Holding History

Silvercrest Asset 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	$8.83M	Sell	41,347 -53,255	-56%	-$11.9M	0.06%	327
2025 Q4	$16.2M	Sell	94,602 -67,327	-42%	-$10.5M	0.11%	240
2025 Q3	$21.7M	Sell	161,929 -83,492	-34%	-$8.84M	0.14%	192
2025 Q2	$23.9M	Buy	245,421 +66,756	+37%	+$5.29M	0.16%	176
2025 Q1	$13M	Buy	178,665 +1,050	+0.6%	+$82.7K	0.09%	255
2024 Q4	$12.8M	Buy	177,615 +174,315	+5,282%	+$13.2M	0.09%	246
2024 Q3	$269K	Buy	3,300 +460	+16%	+$40K	﹤0.01%	739
2024 Q2	$302K	Hold	2,840	–	–	﹤0.01%	815
2024 Q1	$276K	Sell	2,840 -40	-1%	-$3.52K	﹤0.01%	809
2023 Q4	$226K	Buy	+2,880	New	+$196K	﹤0.01%	781
2018 Q2	–	Sell	-10,000	Closed	-$203K	–	569
2018 Q1	$203K	Sell	10,000 -1,250	-11%	-$24.8K	﹤0.01%	532
2017 Q4	$207K	Buy	+11,250	New	+$221K	﹤0.01%	533

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

Silvercrest Asset Management's LRCX Position: Q1 2026 in Review

Silvercrest Asset Management reduced its Lam Research (LRCX) stake by 56% in Q1 2026, selling an estimated $11.9M and leaving 41,347 shares worth $8.83M. The position accounts for 0.06% of the portfolio, ranked #327.

Silvercrest Asset Management first reported a position in LRCX in Q4 2017 and has held it in 12 quarters since. The position peaked at $23.9M in Q2 2025. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

Silvercrest Asset Management held 41,347 shares of Lam Research worth $8.83M as of Q1 2026.
Silvercrest Asset Management sold 53,255 Lam Research shares in Q1 2026, an estimated $11.9M.
Lam Research made up 0.06% of Silvercrest Asset Management's portfolio in Q1 2026, its #327 holding.
Silvercrest Asset Management first reported a position in Lam Research in Q4 2017 and has held it in 12 quarters since.
Silvercrest Asset Management's Lam Research position peaked at $23.9M in Q2 2025.
2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Silvercrest Asset Management's 13F filing for Q1 2026, filed 15 May 2026.