YDMI
LRCX icon

Y.D. More Investments’s Lam Research LRCX Stock Holding History

Y.D. More Investments’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 		$3M Hold
14,023
– – 0.12% 68
2025
Q4 		$2.4M Buy
14,023
+3,185
+29% +$495K 0.12% 75
2025
Q3 		$1.41M Buy
10,838
+1,088
+11% +$115K 0.08% 104
2025
Q2 		$949K Hold
9,750
– – 0.07% 122
2025
Q1 		$709K Sell
9,750
-2,100
-18% -$165K 0.06% 131
2024
Q4 		$856K Buy
11,850
+7,950
+204% +$603K 0.08% 118
2024
Q3 		$318K Hold
3,900
– – 0.03% 170
2024
Q2 		$415K Hold
3,900
– – 0.04% 145
2024
Q1 		$379K Hold
3,900
– – 0.07% 133
2023
Q4 		$305K Hold
3,900
– – 0.06% 133
2023
Q3 		$244K Hold
3,900
– – 0.05% 140
2023
Q2 		$251K Sell
3,900
-1,420
-27% -$80K 0.06% 121
2023
Q1 		$282K Sell
5,320
-3,210
-38% -$158K 0.06% 116
2022
Q4 		$359K Buy
+8,530
New +$357K 0.09% 122

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

Y.D. More Investments's LRCX Position: Q1 2026 in Review

Y.D. More Investments held its Lam Research (LRCX) position steady in Q1 2026 at 14,023 shares worth $3M. The position accounts for 0.12% of the portfolio, ranked #68.

Y.D. More Investments first reported a position in LRCX in Q4 2022 and has held it in 14 quarters since. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • Y.D. More Investments held 14,023 shares of Lam Research worth $3M as of Q1 2026.
  • Y.D. More Investments left its Lam Research share count unchanged in Q1 2026.
  • Lam Research made up 0.12% of Y.D. More Investments's portfolio in Q1 2026, its #68 holding.
  • Y.D. More Investments first reported a position in Lam Research in Q4 2022 and has held it in 14 quarters since.
  • 2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Y.D. More Investments's 13F filing for Q1 2026, filed 4 May 2026.