Tennessee Valley Asset Management Partners’s Lam Research LRCX Stock Holding History

Tennessee Valley Asset Management 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	$569K	Sell	2,663 -1,486	-36%	-$332K	0.08%	108
2025 Q4	$710K	Sell	4,149 -44	-1%	-$6.84K	0.09%	97
2025 Q3	$561K	Buy	+4,193	New	+$444K	0.08%	106
2025 Q2	–	Sell	-4,205	Closed	-$306K	–	133
2025 Q1	$306K	Sell	4,205 -139	-3%	-$10.9K	0.05%	132
2024 Q4	$314K	Buy	4,344 +4	+0.1%	+$303	0.05%	119
2024 Q3	$354K	Buy	4,340 +10	+0.2%	+$869	0.06%	120
2024 Q2	$462K	Hold	4,330	–	–	0.09%	97
2024 Q1	$421K	Sell	4,330 -4,310	-50%	-$379K	0.1%	83
2023 Q4	$677K	Buy	8,640 +4,360	+102%	+$297K	0.09%	92
2023 Q3	$268K	Buy	+4,280	New	+$281K	0.09%	93

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

Tennessee Valley Asset Management Partners's LRCX Position: Q1 2026 in Review

Tennessee Valley Asset Management Partners reduced its Lam Research (LRCX) stake by 36% in Q1 2026, selling an estimated $332K and leaving 2,663 shares worth $569K. The position accounts for 0.08% of the portfolio, ranked #108.

Tennessee Valley Asset Management Partners first reported a position in LRCX in Q3 2023 and has held it in 10 quarters since. The position peaked at $710K in Q4 2025. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

Tennessee Valley Asset Management Partners held 2,663 shares of Lam Research worth $569K as of Q1 2026.
Tennessee Valley Asset Management Partners sold 1,486 Lam Research shares in Q1 2026, an estimated $332K.
Lam Research made up 0.08% of Tennessee Valley Asset Management Partners's portfolio in Q1 2026, its #108 holding.
Tennessee Valley Asset Management Partners first reported a position in Lam Research in Q3 2023 and has held it in 10 quarters since.
Tennessee Valley Asset Management Partners's Lam Research position peaked at $710K in Q4 2025.
2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Tennessee Valley Asset Management Partners's 13F filing for Q1 2026, filed 27 Apr 2026.