YC
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Yarbrough Capital’s Lam Research LRCX Stock Holding History

Yarbrough 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 		$5.5M Hold
25,732
– – 0.19% 50
2025
Q4 		$4.4M Hold
25,732
– – 0.14% 56
2025
Q3 		$3.45M Hold
25,732
– – 0.11% 71
2025
Q2 		$2.5M Hold
25,732
– – 0.09% 75
2025
Q1 		$1.87M Buy
25,732
+13,161
+105% +$1.04M 0.08% 77
2024
Q4 		$908K Buy
+12,571
New +$953K 0.03% 99
2023
Q1 		– Sell
-1,080
Closed -$45.4K – 216
2022
Q4 		$45.4K Buy
+1,080
New +$45.2K ﹤0.01% 196
2022
Q2 		– Sell
-73,080
Closed -$3.93M – 198
2022
Q1 		$3.93M Hold
73,080
– – 0.22% 57
2021
Q4 		$5.26M Buy
+73,080
New +$4.58M 0.28% 50

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

Yarbrough Capital's LRCX Position: Q1 2026 in Review

Yarbrough Capital held its Lam Research (LRCX) position steady in Q1 2026 at 25,732 shares worth $5.5M. The position accounts for 0.19% of the portfolio, ranked #50.

Yarbrough Capital first reported a position in LRCX in Q4 2021 and has held it in 9 quarters since. 2,632 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • Yarbrough Capital held 25,732 shares of Lam Research worth $5.5M as of Q1 2026.
  • Yarbrough Capital left its Lam Research share count unchanged in Q1 2026.
  • Lam Research made up 0.19% of Yarbrough Capital's portfolio in Q1 2026, its #50 holding.
  • Yarbrough Capital first reported a position in Lam Research in Q4 2021 and has held it in 9 quarters since.
  • 2,632 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Yarbrough Capital's 13F filing for Q1 2026, filed 14 Apr 2026.