ZEGA Investments’s Lam Research LRCX Stock Holding History

ZEGA 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	–	Sell	-7,509	Closed	-$1.29M	–	308
2025 Q4	$1.29M	Sell	7,509 -1,256	-14%	-$195K	0.15%	70
2025 Q3	$1.17M	Buy	+8,765	New	+$928K	0.16%	69

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

ZEGA Investments's LRCX Position: Q1 2026 in Review

ZEGA Investments sold out of Lam Research (LRCX) in Q1 2026, closing a stake of 7,509 shares — an estimated $1.29M sold.

ZEGA Investments first reported a position in LRCX in Q3 2025 and held it in 2 quarters. The position peaked at $1.29M in Q4 2025. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

ZEGA Investments reported no remaining Lam Research position as of Q1 2026 after selling out during the quarter.
ZEGA Investments sold 7,509 Lam Research shares in Q1 2026, an estimated $1.29M.
ZEGA Investments first reported a position in Lam Research in Q3 2025 and held it in 2 quarters.
ZEGA Investments's Lam Research position peaked at $1.29M in Q4 2025.
2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on ZEGA Investments's 13F filing for Q1 2026, filed 11 May 2026.