Winmill & Co’s Lam Research LRCX Stock Holding History

Winmill & Co’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	$23.3M	Hold	109,000	–	–	6.72%	3
2025 Q4	$18.7M	Hold	109,000	–	–	4.98%	8
2025 Q3	$14.6M	Hold	109,000	–	–	3.54%	12
2025 Q2	$10.6M	Hold	109,000	–	–	2.95%	15
2025 Q1	$7.92M	Hold	109,000	–	–	2.41%	18
2024 Q4	$7.87M	Hold	109,000	–	–	2.55%	17
2024 Q3	$8.9M	Hold	109,000	–	–	2.99%	16
2024 Q2	$11.6M	Hold	109,000	–	–	3.96%	8
2024 Q1	$10.6M	Hold	109,000	–	–	3.01%	10
2023 Q4	$8.54M	Hold	109,000	–	–	2.74%	14
2023 Q3	$6.83M	Hold	109,000	–	–	2.5%	13
2023 Q2	$7.01M	Hold	109,000	–	–	2.51%	12
2023 Q1	$5.78M	Hold	109,000	–	–	2.15%	16
2022 Q4	$4.58M	Hold	109,000	–	–	1.67%	28
2022 Q3	$3.99M	Hold	109,000	–	–	1.58%	28
2022 Q2	$4.64M	Hold	109,000	–	–	1.68%	26
2022 Q1	$5.86M	Buy	+109,000	New	+$6.35M	1.78%	22
2020 Q1	–	Sell	-140,000	Closed	-$4.09M	–	108
2019 Q4	$4.09M	Hold	140,000	–	–	1.4%	19
2019 Q3	$3.24M	Buy	+140,000	New	+$2.94M	1.38%	22

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

Winmill & Co's LRCX Position: Q1 2026 in Review

Winmill & Co held its Lam Research (LRCX) position steady in Q1 2026 at 109,000 shares worth $23.3M. The position accounts for 6.72% of the portfolio, ranked #3.

Winmill & Co first reported a position in LRCX in Q3 2019 and has held it in 19 quarters since. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

Winmill & Co held 109,000 shares of Lam Research worth $23.3M as of Q1 2026.
Winmill & Co left its Lam Research share count unchanged in Q1 2026.
Lam Research made up 6.72% of Winmill & Co's portfolio in Q1 2026, its #3 holding.
Winmill & Co first reported a position in Lam Research in Q3 2019 and has held it in 19 quarters since.
2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Winmill & Co's 13F filing for Q1 2026, filed 14 May 2026.