TBA
LRCX icon

Tower Bridge Advisors’s Lam Research LRCX Stock Holding History

Tower Bridge Advisors’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 		$22.8M Sell
106,918
-26,803
-20% -$5.99M 2.21% 6
2025
Q4 		$22.9M Sell
133,721
-3,336
-2% -$519K 2.31% 7
2025
Q3 		$18.4M Sell
137,057
-1,494
-1% -$158K 1.83% 9
2025
Q2 		$13.5M Sell
138,551
-2,899
-2% -$230K 1.45% 15
2025
Q1 		$10.3M Buy
141,450
+102,395
+262% +$8.06M 1.15% 25
2024
Q4 		$2.82M Buy
39,055
+3,075
+9% +$233K 0.3% 79
2024
Q3 		$2.94M Buy
35,980
+250
+0.7% +$21.7K 0.3% 78
2024
Q2 		$3.8M Buy
35,730
+550
+2% +$52.7K 0.42% 67
2024
Q1 		$3.42M Sell
35,180
-1,050
-3% -$92.4K 0.35% 73
2023
Q4 		$2.84M Buy
36,230
+1,350
+4% +$92K 0.24% 92
2023
Q3 		$2.19M Buy
34,880
+2,900
+9% +$191K 0.2% 100
2023
Q2 		$2.06M Buy
31,980
+2,150
+7% +$121K 0.19% 98
2023
Q1 		$1.58M Buy
29,830
+10,250
+52% +$503K 0.13% 124
2022
Q4 		$823K Hold
19,580
– – 0.07% 151
2022
Q3 		$717K Sell
19,580
-750
-4% -$33.4K 0.06% 152
2022
Q2 		$866K Buy
20,330
+840
+4% +$40K 0.07% 145
2022
Q1 		$1.05M Sell
19,490
-2,100
-10% -$122K 0.07% 149
2021
Q4 		$1.55M Sell
21,590
-550
-2% -$34.5K 0.1% 133
2021
Q3 		$1.26M Buy
22,140
+380
+2% +$23.1K 0.08% 138
2021
Q2 		$1.42M Buy
21,760
+2,910
+15% +$184K 0.09% 136
2021
Q1 		$1.12M Buy
18,850
+650
+4% +$35.4K 0.08% 138
2020
Q4 		$860K Buy
+18,200
New +$766K 0.07% 143

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

Tower Bridge Advisors's LRCX Position: Q1 2026 in Review

Tower Bridge Advisors reduced its Lam Research (LRCX) stake by 20% in Q1 2026, selling an estimated $5.99M and leaving 106,918 shares worth $22.8M. The position accounts for 2.21% of the portfolio, ranked #6.

Tower Bridge Advisors first reported a position in LRCX in Q4 2020 and has held it in 22 quarters since. The position peaked at $22.9M in Q4 2025. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • Tower Bridge Advisors held 106,918 shares of Lam Research worth $22.8M as of Q1 2026.
  • Tower Bridge Advisors sold 26,803 Lam Research shares in Q1 2026, an estimated $5.99M.
  • Lam Research made up 2.21% of Tower Bridge Advisors's portfolio in Q1 2026, its #6 holding.
  • Tower Bridge Advisors first reported a position in Lam Research in Q4 2020 and has held it in 22 quarters since.
  • Tower Bridge Advisors's Lam Research position peaked at $22.9M in Q4 2025.
  • 2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Tower Bridge Advisors's 13F filing for Q1 2026, filed 12 May 2026.