von Borstel & Associates’s Lam Research LRCX Stock Holding History

von Borstel & Associates’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
2025 Q4	–	Sell	-2,080	Closed	-$346K	–	109
2025 Q3	$346K	Buy	+2,080	New	+$220K	0.05%	112

Other funds holding LRCX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

von Borstel & Associates's LRCX Position: Q4 2025 in Review

von Borstel & Associates sold out of Lam Research (LRCX) in Q4 2025, closing a stake of 2,080 shares — an estimated $346K sold.

von Borstel & Associates first reported a position in LRCX in Q3 2025 and held it in 1 quarter. The position peaked at $346K in Q3 2025. 2,396 funds tracked by Wall St. Rank hold LRCX as of Q4 2025.

von Borstel & Associates reported no remaining Lam Research position as of Q4 2025 after selling out during the quarter.
von Borstel & Associates sold 2,080 Lam Research shares in Q4 2025, an estimated $346K.
von Borstel & Associates first reported a position in Lam Research in Q3 2025 and held it in 1 quarter.
von Borstel & Associates's Lam Research position peaked at $346K in Q3 2025.
2,396 funds tracked by Wall St. Rank held Lam Research as of Q4 2025.

Based on von Borstel & Associates's 13F filing for Q4 2025, filed 12 Feb 2026.