Sloy Dahl & Holst’s Lam Research LRCX Stock Holding History

Sloy Dahl & Holst’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
2023 Q1	–	Sell	-4,000	Closed	-$168K	–	69
2022 Q4	$168K	Buy	+4,000	New	+$167K	0.06%	67

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

Sloy Dahl & Holst's LRCX Position: Q1 2026 in Review

Sloy Dahl & Holst reduced its Lam Research (LRCX) stake by 3% in Q1 2026, selling an estimated $112K and leaving 16,430 shares worth $3.51M. The position accounts for 0.48% of the portfolio, ranked #20.

Sloy Dahl & Holst first reported a position in LRCX in Q1 2021 and has held it in 21 quarters since. 2,632 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

Sloy Dahl & Holst held 16,430 shares of Lam Research worth $3.51M as of Q1 2026.
Sloy Dahl & Holst sold 500 Lam Research shares in Q1 2026, an estimated $112K.
Lam Research made up 0.48% of Sloy Dahl & Holst's portfolio in Q1 2026, its #20 holding.
Sloy Dahl & Holst first reported a position in Lam Research in Q1 2021 and has held it in 21 quarters since.
2,632 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Sloy Dahl & Holst's 13F filing for Q1 2026, filed 14 May 2026.