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Allen Mooney & Barnes Investment Advisors’s Lam Research LRCX Stock Holding History

Allen Mooney & Barnes Investment Advisors’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 		$385K Buy
1,171
+19
+2% +$5.93K 0.06% 113
2026
Q2 		$499K Hold
1,152
– – 0.08% 100
2026
Q1 		$246K Buy
+1,152
New +$258K 0.04% 143

Other funds holding LRCX

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
CBT
Central Bank & Trust Lexington, Kentucky $701M AUM 26.18% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

Allen Mooney & Barnes Investment Advisors's LRCX Position: Q3 2026 in Review

Allen Mooney & Barnes Investment Advisors increased its Lam Research (LRCX) stake by 1.6% in Q3 2026, buying an estimated $5.93K and bringing the position to 1,171 shares worth $385K. The position accounts for 0.06% of the portfolio, ranked #113.

Allen Mooney & Barnes Investment Advisors first reported a position in LRCX in Q1 2026 and has held it in 3 quarters since. The position peaked at $499K in Q2 2026. 125 funds tracked by Wall St. Rank hold LRCX as of Q3 2026.

  • Allen Mooney & Barnes Investment Advisors held 1,171 shares of Lam Research worth $385K as of Q3 2026.
  • Allen Mooney & Barnes Investment Advisors bought 19 Lam Research shares in Q3 2026, an estimated $5.93K.
  • Lam Research made up 0.06% of Allen Mooney & Barnes Investment Advisors's portfolio in Q3 2026, its #113 holding.
  • Allen Mooney & Barnes Investment Advisors first reported a position in Lam Research in Q1 2026 and has held it in 3 quarters since.
  • Allen Mooney & Barnes Investment Advisors's Lam Research position peaked at $499K in Q2 2026.
  • 125 funds tracked by Wall St. Rank held Lam Research as of Q3 2026.

Based on Allen Mooney & Barnes Investment Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.