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TD Waterhouse Canada’s Lam Research LRCX Stock Holding History

TD Waterhouse Canada’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 		$71.6M Buy
323,161
+254,826
+373% +$57M 0.21% 84
2025
Q4 		$11.7M Buy
68,335
+40,545
+146% +$6.31M 0.07% 181
2025
Q3 		$3.97M Sell
27,790
-3,827
-12% -$405K 0.03% 321
2025
Q2 		$3.06M Sell
31,617
-2,784
-8% -$221K 0.02% 358
2025
Q1 		$2.5M Buy
34,401
+5,515
+19% +$434K 0.02% 366
2024
Q4 		$2.09M Sell
28,886
-3,324
-10% -$252K 0.02% 394
2024
Q3 		$2.57M Buy
32,210
+2,380
+8% +$207K 0.02% 352
2024
Q2 		$3.16M Sell
29,830
-160
-0.5% -$15.3K 0.03% 303
2024
Q1 		$2.92M Sell
29,990
-1,490
-5% -$131K 0.02% 343
2023
Q4 		$2.32M Sell
31,480
-690
-2% -$47K 0.02% 305
2023
Q3 		$2.05M Sell
32,170
-1,900
-6% -$125K 0.02% 312
2023
Q2 		$2.21M Sell
34,070
-9,110
-21% -$513K 0.02% 309
2023
Q1 		$2.28M Sell
43,180
-6,270
-13% -$308K 0.02% 300
2022
Q4 		$2.1M Sell
49,450
-370
-0.7% -$15.5K 0.02% 304
2022
Q3 		$2.02M Buy
49,820
+2,900
+6% +$129K 0.02% 296
2022
Q2 		$1.9M Sell
46,920
-23,260
-33% -$1.11M 0.02% 326
2022
Q1 		$3.74M Sell
70,180
-7,740
-10% -$451K 0.04% 252
2021
Q4 		$5.63M Buy
+77,920
New +$4.88M 0.05% 206

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

TD Waterhouse Canada's LRCX Position: Q1 2026 in Review

TD Waterhouse Canada increased its Lam Research (LRCX) stake by 373% in Q1 2026, buying an estimated $57M and bringing the position to 323,161 shares worth $71.6M. The position accounts for 0.21% of the portfolio, ranked #84.

TD Waterhouse Canada first reported a position in LRCX in Q4 2021 and has held it in 18 quarters since. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • TD Waterhouse Canada held 323,161 shares of Lam Research worth $71.6M as of Q1 2026.
  • TD Waterhouse Canada bought 254,826 Lam Research shares in Q1 2026, an estimated $57M.
  • Lam Research made up 0.21% of TD Waterhouse Canada's portfolio in Q1 2026, its #84 holding.
  • TD Waterhouse Canada first reported a position in Lam Research in Q4 2021 and has held it in 18 quarters since.
  • 2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on TD Waterhouse Canada's 13F filing for Q1 2026, filed 12 May 2026.