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Sunpointe’s Lam Research LRCX Stock Holding History

Sunpointe’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 		$1.91M Buy
8,919
+663
+8% +$148K 0.62% 38
2025
Q4 		$1.42M Buy
8,256
+43
+0.5% +$6.69K 0.47% 45
2025
Q3 		$1.1M Sell
8,213
-34
-0.4% -$3.6K 0.4% 54
2025
Q2 		$805K Sell
8,247
-722
-8% -$57.3K 0.32% 70
2025
Q1 		$654K Sell
8,969
-55
-0.6% -$4.33K 0.35% 63
2024
Q4 		$654K Sell
9,024
-376
-4% -$28.5K 0.33% 67
2024
Q3 		$770K Buy
9,400
+90
+1% +$7.83K 0.63% 37
2024
Q2 		$994K Buy
9,310
+160
+2% +$15.3K 0.65% 32
2024
Q1 		$891K Buy
9,150
+10
+0.1% +$880 0.99% 24
2023
Q4 		$718K Buy
+9,140
New +$623K 0.91% 26

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

Sunpointe's LRCX Position: Q1 2026 in Review

Sunpointe increased its Lam Research (LRCX) stake by 8% in Q1 2026, buying an estimated $148K and bringing the position to 8,919 shares worth $1.91M. The position accounts for 0.62% of the portfolio, ranked #38.

Sunpointe first reported a position in LRCX in Q4 2023 and has held it in 10 quarters since. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • Sunpointe held 8,919 shares of Lam Research worth $1.91M as of Q1 2026.
  • Sunpointe bought 663 Lam Research shares in Q1 2026, an estimated $148K.
  • Lam Research made up 0.62% of Sunpointe's portfolio in Q1 2026, its #38 holding.
  • Sunpointe first reported a position in Lam Research in Q4 2023 and has held it in 10 quarters since.
  • 2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Sunpointe's 13F filing for Q1 2026, filed 21 Apr 2026.