USA Financial Formulas’s Lam Research LRCX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.42M | Sell |
6,639
-3,900
| -37% | -$872K | 0.27% | 21 |
|
|
2025
Q4 | $1.8M | Buy |
+10,539
| New | +$1.64M | 0.33% | 22 |
|
|
2024
Q3 | – | Sell |
-11,590
| Closed | -$1.23M | – | 329 |
|
|
2024
Q2 | $1.23M | Buy |
11,590
+890
| +8% | +$85.4K | 0.2% | 38 |
|
|
2024
Q1 | $1.04M | Sell |
10,700
-21,290
| -67% | -$1.87M | 0.17% | 64 |
|
|
2023
Q4 | $2.51M | Buy |
31,990
+25,710
| +409% | +$1.75M | 0.44% | 21 |
|
|
2023
Q3 | $394K | Buy |
6,280
+6,270
| +62,700% | +$412K | 0.59% | 42 |
|
|
2023
Q2 | $643 | Hold |
10
| – | – | ﹤0.01% | 409 |
|
|
2023
Q1 | $530 | Buy |
+10
| New | +$491 | ﹤0.01% | 360 |
|
|
2022
Q3 | $0 | Hold |
10
| – | – | ﹤0.01% | 363 |
|
|
2022
Q2 | $0 | Hold |
10
| – | – | ﹤0.01% | 393 |
|
|
2022
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 314 |
|
|
2021
Q4 | $1K | Hold |
10
| – | – | ﹤0.01% | 333 |
|
|
2021
Q3 | $1K | Sell |
10
-36,200
| -100% | -$2.2M | ﹤0.01% | 367 |
|
|
2021
Q2 | $2.36M | Buy |
36,210
+19,020
| +111% | +$1.2M | 1.97% | 2 |
|
|
2021
Q1 | $1.02M | Sell |
17,190
-720
| -4% | -$39.2K | 0.83% | 57 |
|
|
2020
Q4 | $846K | Sell |
17,910
-11,370
| -39% | -$478K | 0.67% | 64 |
|
|
2020
Q3 | $971K | Buy |
29,280
+29,260
| +146,300% | +$1.01M | 0.73% | 59 |
|
|
2020
Q2 | $1K | Sell |
20
-129,910
| -100% | -$3.54M | ﹤0.01% | 181 |
|
|
2020
Q1 | $3.12M | Buy |
129,930
+13,710
| +12% | +$395K | 1.99% | 14 |
|
|
2019
Q4 | $3.4M | Buy |
+116,220
| New | +$3.09M | 1.41% | 15 |
|
|
2019
Q1 | – | Sell |
-17,160
| Closed | -$260K | – | 243 |
|
|
2018
Q4 | $260K | Buy |
+17,160
| New | +$246K | 0.06% | 244 |
|
|
2018
Q3 | – | Sell |
-20,250
| Closed | -$411K | – | 341 |
|
|
2018
Q2 | $411K | Sell |
20,250
-170
| -0.8% | -$3.27K | 0.1% | 171 |
|
|
2018
Q1 | $415K | Sell |
20,420
-283,390
| -93% | -$5.61M | 0.1% | 169 |
|
|
2017
Q4 | $5.59M | Buy |
303,810
+68,290
| +29% | +$1.34M | 1.33% | 16 |
|
|
2017
Q3 | $4.36M | Sell |
235,520
-247,710
| -51% | -$4.02M | 1.04% | 19 |
|
|
2017
Q2 | $6.83M | Sell |
483,230
-152,520
| -24% | -$2.24M | 1.65% | 7 |
|
|
2017
Q1 | $8.16M | Sell |
635,750
-201,550
| -24% | -$2.37M | 1.96% | 7 |
|
|
2016
Q4 | $8.85M | Buy |
+837,300
| New | +$8.5M | 2.2% | 10 |
|
|
2015
Q1 | – | Sell |
-286,370
| Closed | -$2.27M | – | 214 |
|
|
2014
Q4 | $2.27M | Buy |
+286,370
| New | +$2.22M | 0.78% | 38 |
|
Other funds holding LRCX
VCM
VPM
USA Financial Formulas's LRCX Position: Q1 2026 in Review
USA Financial Formulas reduced its Lam Research (LRCX) stake by 37% in Q1 2026, selling an estimated $872K and leaving 6,639 shares worth $1.42M. The position accounts for 0.27% of the portfolio, ranked #21.
USA Financial Formulas first reported a position in LRCX in Q4 2014 and has held it in 29 quarters since. The position peaked at $8.85M in Q4 2016. 2,632 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.
- USA Financial Formulas held 6,639 shares of Lam Research worth $1.42M as of Q1 2026.
- USA Financial Formulas sold 3,900 Lam Research shares in Q1 2026, an estimated $872K.
- Lam Research made up 0.27% of USA Financial Formulas's portfolio in Q1 2026, its #21 holding.
- USA Financial Formulas first reported a position in Lam Research in Q4 2014 and has held it in 29 quarters since.
- USA Financial Formulas's Lam Research position peaked at $8.85M in Q4 2016.
- 2,632 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.
Based on USA Financial Formulas's 13F filing for Q1 2026, filed 14 Apr 2026.