SAM
LRCX icon

Synergy Asset Management’s Lam Research LRCX Stock Holding History

Synergy 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 		$8.05M Sell
37,656
-1,480
-4% -$331K 0.85% 25
2025
Q4 		$6.7M Sell
39,136
-62,445
-61% -$9.71M 0.7% 28
2025
Q3 		$13.6M Buy
+101,581
New +$10.8M 0.49% 41
2025
Q1 		– Sell
-22,394
Closed -$9.4M – 513
2024
Q4 		$9.4M Sell
22,394
-82,206
-79% -$6.24M 0.73% 31
2024
Q3 		$8.54M Buy
+104,600
New +$9.09M 1.3% 18

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

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

Synergy Asset Management reduced its Lam Research (LRCX) stake by 3.8% in Q1 2026, selling an estimated $331K and leaving 37,656 shares worth $8.05M. The position accounts for 0.85% of the portfolio, ranked #25.

Synergy Asset Management first reported a position in LRCX in Q3 2024 and has held it in 5 quarters since. The position peaked at $13.6M in Q3 2025. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • Synergy Asset Management held 37,656 shares of Lam Research worth $8.05M as of Q1 2026.
  • Synergy Asset Management sold 1,480 Lam Research shares in Q1 2026, an estimated $331K.
  • Lam Research made up 0.85% of Synergy Asset Management's portfolio in Q1 2026, its #25 holding.
  • Synergy Asset Management first reported a position in Lam Research in Q3 2024 and has held it in 5 quarters since.
  • Synergy Asset Management's Lam Research position peaked at $13.6M in Q3 2025.
  • 2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

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