XT
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XTX Topco’s Lam Research LRCX Stock Holding History

XTX Topco’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 		$7.56M Buy
35,392
+24,741
+232% +$5.53M 0.13% 120
2025
Q4 		$1.82M Sell
10,651
-1,615
-13% -$251K 0.05% 624
2025
Q3 		$1.64M Buy
12,266
+2,798
+30% +$296K 0.09% 285
2025
Q2 		$922K Sell
9,468
-5,610
-37% -$445K 0.04% 717
2025
Q1 		$1.1M Buy
15,078
+3,116
+26% +$245K 0.06% 507
2024
Q4 		$864K Sell
11,962
-1,918
-14% -$145K 0.07% 383
2024
Q3 		$1.13M Buy
13,880
+7,330
+112% +$637K 0.08% 372
2024
Q2 		$697K Sell
6,550
-1,170
-15% -$112K 0.06% 501
2024
Q1 		$750K Sell
7,720
-4,600
-37% -$405K 0.1% 262
2023
Q4 		$965K Sell
12,320
-5,950
-33% -$405K 0.21% 35
2023
Q3 		$1.15M Buy
+18,270
New +$1.2M 0.2% 70
2023
Q1 		– Sell
-10,940
Closed -$460K – 1492
2022
Q4 		$460K Buy
+10,940
New +$458K 0.1% 341
2022
Q2 		– Sell
-33,740
Closed -$1.81M – 984
2022
Q1 		$1.81M Buy
33,740
+23,360
+225% +$1.36M 0.8% 4
2021
Q4 		$746K Buy
+10,380
New +$651K 0.42% 33
2021
Q3 		– Sell
-9,150
Closed -$595K – 888
2021
Q2 		$595K Buy
9,150
+5,570
+156% +$352K 0.2% 129
2021
Q1 		$213K Buy
+3,580
New +$195K 0.1% 469

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

XTX Topco's LRCX Position: Q1 2026 in Review

XTX Topco increased its Lam Research (LRCX) stake by 232% in Q1 2026, buying an estimated $5.53M and bringing the position to 35,392 shares worth $7.56M. The position accounts for 0.13% of the portfolio, ranked #120.

XTX Topco first reported a position in LRCX in Q1 2021 and has held it in 16 quarters since. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • XTX Topco held 35,392 shares of Lam Research worth $7.56M as of Q1 2026.
  • XTX Topco bought 24,741 Lam Research shares in Q1 2026, an estimated $5.53M.
  • Lam Research made up 0.13% of XTX Topco's portfolio in Q1 2026, its #120 holding.
  • XTX Topco first reported a position in Lam Research in Q1 2021 and has held it in 16 quarters since.
  • 2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on XTX Topco's 13F filing for Q1 2026, filed 15 May 2026.