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Woodline Partners’s Lam Research LRCX Stock Holding History

Woodline 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 		$32.4M Buy
151,677
+15,954
+12% +$3.57M 0.12% 223
2025
Q4 		$23.2M Sell
135,723
-292,915
-68% -$45.6M 0.09% 281
2025
Q3 		$57.4M Buy
+428,638
New +$45.4M 0.27% 88
2025
Q2 		– Sell
-1,980,610
Closed -$144M – 1002
2025
Q1 		$144M Sell
1,980,610
-171,840
-8% -$13.5M 0.94% 6
2024
Q4 		$155M Buy
2,152,450
+1,597,610
+288% +$121M 1.05% 7
2024
Q3 		$45.3M Buy
554,840
+232,900
+72% +$20.2M 0.38% 73
2024
Q2 		$34.3M Buy
+321,940
New +$30.9M 0.33% 87
2023
Q2 		– Sell
-34,560
Closed -$1.83M – 704
2023
Q1 		$1.83M Sell
34,560
-605,210
-95% -$29.7M 0.02% 430
2022
Q4 		$26.9M Buy
+639,770
New +$26.8M 0.36% 67
2022
Q2 		– Sell
-1,467,560
Closed -$78.9M – 844
2022
Q1 		$78.9M Buy
+1,467,560
New +$85.4M 1.28% 6

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

Woodline Partners's LRCX Position: Q1 2026 in Review

Woodline Partners increased its Lam Research (LRCX) stake by 12% in Q1 2026, buying an estimated $3.57M and bringing the position to 151,677 shares worth $32.4M. The position accounts for 0.12% of the portfolio, ranked #223.

Woodline Partners first reported a position in LRCX in Q1 2022 and has held it in 10 quarters since. The position peaked at $155M in Q4 2024. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • Woodline Partners held 151,677 shares of Lam Research worth $32.4M as of Q1 2026.
  • Woodline Partners bought 15,954 Lam Research shares in Q1 2026, an estimated $3.57M.
  • Lam Research made up 0.12% of Woodline Partners's portfolio in Q1 2026, its #223 holding.
  • Woodline Partners first reported a position in Lam Research in Q1 2022 and has held it in 10 quarters since.
  • Woodline Partners's Lam Research position peaked at $155M in Q4 2024.
  • 2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Woodline Partners's 13F filing for Q1 2026, filed 15 May 2026.