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Waterloo Capital’s Lam Research LRCX Stock Holding History

Waterloo Capital’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 		$1.3M Buy
6,096
+754
+14% +$169K 0.09% 187
2025
Q4 		$914K Buy
5,342
+112
+2% +$17.4K 0.07% 219
2025
Q3 		$700K Buy
5,230
+1,308
+33% +$138K 0.05% 227
2025
Q2 		$382K Buy
+3,922
New +$311K 0.03% 315
2020
Q1 		$344K Buy
+14,330
New +$413K 0.24% 93

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

Waterloo Capital's LRCX Position: Q1 2026 in Review

Waterloo Capital increased its Lam Research (LRCX) stake by 14% in Q1 2026, buying an estimated $169K and bringing the position to 6,096 shares worth $1.3M. The position accounts for 0.09% of the portfolio, ranked #187.

Waterloo Capital first reported a position in LRCX in Q1 2020 and has held it in 5 quarters since. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • Waterloo Capital held 6,096 shares of Lam Research worth $1.3M as of Q1 2026.
  • Waterloo Capital bought 754 Lam Research shares in Q1 2026, an estimated $169K.
  • Lam Research made up 0.09% of Waterloo Capital's portfolio in Q1 2026, its #187 holding.
  • Waterloo Capital first reported a position in Lam Research in Q1 2020 and has held it in 5 quarters since.
  • 2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Waterloo Capital's 13F filing for Q1 2026, filed 12 May 2026.