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Verus Capital Partners’s Lam Research LRCX Stock Holding History

Verus Capital 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 		$645K Sell
3,018
-569
-16% -$127K 0.04% 224
2025
Q4 		$614K Buy
3,587
+931
+35% +$145K 0.04% 235
2025
Q3 		$356K Buy
+2,656
New +$281K 0.03% 295
2025
Q2 		– Sell
-3,314
Closed -$241K – 392
2025
Q1 		$241K Buy
+3,314
New +$261K 0.02% 322
2024
Q4 		– Sell
-9,190
Closed -$750K – 382
2024
Q3 		$750K Buy
9,190
+500
+6% +$43.5K 0.07% 152
2024
Q2 		$925K Buy
8,690
+1,230
+16% +$118K 0.1% 129
2024
Q1 		$725K Buy
7,460
+350
+5% +$30.8K 0.08% 147
2023
Q4 		$557K Buy
7,110
+510
+8% +$34.8K 0.07% 159
2023
Q3 		$414K Buy
6,600
+800
+14% +$52.6K 0.06% 186
2023
Q2 		$373K Sell
5,800
-1,020
-15% -$57.5K 0.05% 200
2023
Q1 		$361K Sell
6,820
-830
-11% -$40.7K 0.06% 199
2022
Q4 		$322K Buy
7,650
+1,960
+34% +$82K 0.06% 198
2022
Q3 		$208K Sell
5,690
-650
-10% -$28.9K 0.04% 244
2022
Q2 		$268K Sell
6,340
-4,160
-40% -$198K 0.05% 233
2022
Q1 		$508K Buy
+10,500
New +$611K 0.08% 171
2020
Q1 		$86K Buy
3,600
+1,100
+44% +$31.7K 0.03% 345
2019
Q4 		$73K Buy
+2,500
New +$66.4K 0.02% 477

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

Verus Capital Partners's LRCX Position: Q1 2026 in Review

Verus Capital Partners reduced its Lam Research (LRCX) stake by 16% in Q1 2026, selling an estimated $127K and leaving 3,018 shares worth $645K. The position accounts for 0.04% of the portfolio, ranked #224.

Verus Capital Partners first reported a position in LRCX in Q4 2019 and has held it in 17 quarters since. The position peaked at $925K in Q2 2024. 2,631 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • Verus Capital Partners held 3,018 shares of Lam Research worth $645K as of Q1 2026.
  • Verus Capital Partners sold 569 Lam Research shares in Q1 2026, an estimated $127K.
  • Lam Research made up 0.04% of Verus Capital Partners's portfolio in Q1 2026, its #224 holding.
  • Verus Capital Partners first reported a position in Lam Research in Q4 2019 and has held it in 17 quarters since.
  • Verus Capital Partners's Lam Research position peaked at $925K in Q2 2024.
  • 2,631 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Verus Capital Partners's 13F filing for Q1 2026, filed 22 May 2026.