Virtus Investment Advisers’s Lam Research LRCX Stock Holding History

Virtus Investment Advisers’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	$1.7M	Sell	7,958 -4,300	-35%	-$961K	0.47%	81
2025 Q4	$2.1M	Sell	12,258 -6,323	-34%	-$983K	0.57%	24
2025 Q3	$2.49M	Buy	+18,581	New	+$1.97M	0.71%	3
2025 Q1	–	Sell	-3,000	Closed	-$217K	–	588
2024 Q4	$217K	Hold	3,000	–	–	0.17%	191
2024 Q3	$245K	Buy	+3,000	New	+$261K	0.19%	176
2018 Q1	–	Sell	-157,870	Closed	-$2.91M	–	264
2017 Q4	$2.91M	Sell	157,870 -27,810	-15%	-$546K	0.32%	105
2017 Q3	$3.44M	Sell	185,680 -28,270	-13%	-$459K	0.36%	87
2017 Q2	$3.03M	Sell	213,950 -61,200	-22%	-$897K	0.3%	118
2017 Q1	$3.53M	Sell	275,150 -96,120	-26%	-$1.13M	0.31%	114
2016 Q4	$3.92M	Sell	371,270 -88,120	-19%	-$895K	0.3%	117
2016 Q3	$4.35M	Buy	+459,390	New	+$4.18M	0.28%	120

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

Virtus Investment Advisers's LRCX Position: Q1 2026 in Review

Virtus Investment Advisers reduced its Lam Research (LRCX) stake by 35% in Q1 2026, selling an estimated $961K and leaving 7,958 shares worth $1.7M. The position accounts for 0.47% of the portfolio, ranked #81.

Virtus Investment Advisers first reported a position in LRCX in Q3 2016 and has held it in 11 quarters since. The position peaked at $4.35M in Q3 2016. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

Virtus Investment Advisers held 7,958 shares of Lam Research worth $1.7M as of Q1 2026.
Virtus Investment Advisers sold 4,300 Lam Research shares in Q1 2026, an estimated $961K.
Lam Research made up 0.47% of Virtus Investment Advisers's portfolio in Q1 2026, its #81 holding.
Virtus Investment Advisers first reported a position in Lam Research in Q3 2016 and has held it in 11 quarters since.
Virtus Investment Advisers's Lam Research position peaked at $4.35M in Q3 2016.
2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Virtus Investment Advisers's 13F filing for Q1 2026, filed 14 May 2026.