Verity & Verity’s Lam Research LRCX Stock Holding History

Verity & Verity’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	$249K	Buy	+1,165	New	+$260K	0.02%	130
2025 Q1	–	Sell	-3,900	Closed	-$282K	–	133
2024 Q4	$282K	Hold	3,900	–	–	0.03%	121
2024 Q3	$318K	Buy	3,900 +450	+13%	+$39.1K	0.03%	100
2024 Q2	$367K	Hold	3,450	–	–	0.04%	91
2024 Q1	$335K	Sell	3,450 -400	-10%	-$35.2K	0.04%	90
2023 Q4	$302K	Hold	3,850	–	–	0.03%	92
2023 Q3	$241K	Hold	3,850	–	–	0.03%	91
2023 Q2	$248K	Sell	3,850 -5,000	-56%	-$282K	0.03%	92
2023 Q1	$469K	Sell	8,850 -5,500	-38%	-$270K	0.06%	88
2022 Q4	$603K	Buy	14,350 +8,500	+145%	+$356K	0.08%	93
2022 Q3	$214K	Sell	5,850 -350	-6%	-$15.6K	0.03%	96
2022 Q2	$264K	Buy	6,200 +350	+6%	+$16.7K	0.04%	87
2022 Q1	$315K	Sell	5,850 -450	-7%	-$26.2K	0.04%	89
2021 Q4	$453K	Hold	6,300	–	–	0.06%	80
2021 Q3	$366K	Hold	6,300	–	–	0.05%	84
2021 Q2	$410K	Hold	6,300	–	–	0.06%	80
2021 Q1	$386K	Hold	6,300	–	–	0.06%	81
2020 Q4	$325K	Buy	+6,300	New	+$265K	0.06%	85

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

Verity & Verity's LRCX Position: Q1 2026 in Review

Verity & Verity opened a new position in Lam Research (LRCX) in Q1 2026: 1,165 shares worth $249K. The stake represents 0.02% of the portfolio and ranks #130 among its holdings. This is a return to the name: Verity & Verity previously reported a position in LRCX as recently as Q4 2024.

Verity & Verity first reported a position in LRCX in Q4 2020 and has held it in 18 quarters since. The position peaked at $603K in Q4 2022. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

Verity & Verity held 1,165 shares of Lam Research worth $249K as of Q1 2026.
Lam Research was a new Verity & Verity position in Q1 2026.
Lam Research made up 0.02% of Verity & Verity's portfolio in Q1 2026, its #130 holding.
Verity & Verity first reported a position in Lam Research in Q4 2020 and has held it in 18 quarters since.
Verity & Verity's Lam Research position peaked at $603K in Q4 2022.
2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Verity & Verity's 13F filing for Q1 2026, filed 15 Apr 2026.