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Stoneridge Investment Partners’s Lam Research LRCX Stock Holding History

Stoneridge Investment Partners’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 		$1.98M Buy
+9,277
New +$2.07M 1.43% 16
2025
Q4 		– Sell
-4,088
Closed -$547K – 150
2025
Q3 		$547K Buy
+4,088
New +$433K 0.38% 66
2025
Q1 		– Sell
-26,474
Closed -$1.91M – 143
2024
Q4 		$1.91M Buy
+26,474
New +$2.01M 0.68% 46
2024
Q3 		– Sell
-10,790
Closed -$1.15M – 138
2024
Q2 		$1.15M Sell
10,790
-500
-4% -$48K 0.43% 67
2024
Q1 		$1.1M Buy
+11,290
New +$993K 0.42% 63
2023
Q3 		– Sell
-10,210
Closed -$656K – 111
2023
Q2 		$656K Sell
10,210
-23,330
-70% -$1.32M 0.29% 72
2023
Q1 		$1.78M Sell
33,540
-20,080
-37% -$985K 0.94% 36
2022
Q4 		$2.25M Sell
53,620
-4,670
-8% -$195K 1.24% 28
2022
Q3 		$2.13M Hold
58,290
– – 1.25% 25
2022
Q2 		$2.48M Hold
58,290
– – 1.37% 23
2022
Q1 		$3.13M Buy
58,290
+19,850
+52% +$1.16M 1.47% 23
2021
Q4 		$2.76M Buy
+38,440
New +$2.41M 1.27% 24
2021
Q3 		– Sell
-33,540
Closed -$2.18M – 125
2021
Q2 		$2.18M Buy
33,540
+4,740
+16% +$299K 1.06% 27
2021
Q1 		$1.71M Buy
+28,800
New +$1.57M 0.9% 35
2020
Q3 		– Sell
-20,740
Closed -$671K – 123
2020
Q2 		$671K Sell
20,740
-3,000
-13% -$81.8K 0.28% 83
2020
Q1 		$570K Sell
23,740
-44,390
-65% -$1.28M 0.26% 83
2019
Q4 		$1.99M Sell
68,130
-35,720
-34% -$949K 0.67% 48
2019
Q3 		$2.4M Sell
103,850
-72,510
-41% -$1.52M 0.88% 40
2019
Q2 		$3.31M Buy
176,360
+142,060
+414% +$2.7M 1.18% 29
2019
Q1 		$614K Sell
34,300
-180,520
-84% -$3.01M 0.18% 101
2018
Q4 		$2.92M Buy
214,820
+169,230
+371% +$2.43M 0.92% 36
2018
Q3 		$692K Buy
+45,590
New +$779K 0.15% 107

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

Stoneridge Investment Partners's LRCX Position: Q1 2026 in Review

Stoneridge Investment Partners opened a new position in Lam Research (LRCX) in Q1 2026: 9,277 shares worth $1.98M. The stake represents 1.43% of the portfolio and ranks #16 among its holdings. This is a return to the name: Stoneridge Investment Partners previously reported a position in LRCX as recently as Q3 2025.

Stoneridge Investment Partners first reported a position in LRCX in Q3 2018 and has held it in 22 quarters since. The position peaked at $3.31M in Q2 2019. 2,632 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • Stoneridge Investment Partners held 9,277 shares of Lam Research worth $1.98M as of Q1 2026.
  • Lam Research was a new Stoneridge Investment Partners position in Q1 2026.
  • Lam Research made up 1.43% of Stoneridge Investment Partners's portfolio in Q1 2026, its #16 holding.
  • Stoneridge Investment Partners first reported a position in Lam Research in Q3 2018 and has held it in 22 quarters since.
  • Stoneridge Investment Partners's Lam Research position peaked at $3.31M in Q2 2019.
  • 2,632 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Stoneridge Investment Partners's 13F filing for Q1 2026, filed 6 May 2026.