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Adelphi Trust’s Lam Research LRCX Stock Holding History

Adelphi Trust’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
Q3 		$569K Buy
1,731
+272
+19% +$84.9K 0.37% 60
2026
Q2 		$632K Buy
+1,459
New +$443K 0.42% 59

Other funds holding LRCX

NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
PFP
Polaris Financial Partners Westerville, Ohio $223M AUM
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
SCP
Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Adelphi Trust's LRCX Position: Q3 2026 in Review

Adelphi Trust increased its Lam Research (LRCX) stake by 19% in Q3 2026, buying an estimated $84.9K and bringing the position to 1,731 shares worth $569K. The position accounts for 0.37% of the portfolio, ranked #60.

Adelphi Trust first reported a position in LRCX in Q2 2026 and has held it in 2 quarters since. The position peaked at $632K in Q2 2026. 26 funds tracked by Wall St. Rank hold LRCX as of Q3 2026.

  • Adelphi Trust held 1,731 shares of Lam Research worth $569K as of Q3 2026.
  • Adelphi Trust bought 272 Lam Research shares in Q3 2026, an estimated $84.9K.
  • Lam Research made up 0.37% of Adelphi Trust's portfolio in Q3 2026, its #60 holding.
  • Adelphi Trust first reported a position in Lam Research in Q2 2026 and has held it in 2 quarters since.
  • Adelphi Trust's Lam Research position peaked at $632K in Q2 2026.
  • 26 funds tracked by Wall St. Rank held Lam Research as of Q3 2026.

Based on Adelphi Trust's 13F filing for Q3 2026, filed 5 Oct 2026.