AC
LRCX icon

Apella Capital’s Lam Research LRCX Stock Holding History

Apella 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
Q3 		$1.84M Buy
5,575
+1,632
+41% +$510K 0.02% 295
2026
Q2 		$1.29M Buy
3,943
+593
+18% +$180K 0.02% 331
2026
Q1 		$896K Buy
3,350
+152
+5% +$34K 0.01% 380
2025
Q4 		$547K Buy
3,198
+21
+0.7% +$3.27K 0.01% 342
2025
Q3 		$452K Buy
3,177
+51
+2% +$5.4K 0.01% 339
2025
Q2 		$307K Sell
3,126
-155
-5% -$12.3K 0.01% 349
2025
Q1 		$233K Buy
3,281
+27
+0.8% +$2.13K 0.01% 352
2024
Q4 		$235K Sell
3,254
-29,576
-90% -$2.24M 0.01% 314
2024
Q3 		$262K Buy
32,830
+29,670
+939% +$2.58M 0.01% 283
2024
Q2 		$352K Buy
3,160
+10
+0.3% +$959 0.02% 235
2024
Q1 		$307K Hold
3,150
– – 0.02% 243
2023
Q4 		$230K Buy
+3,150
New +$215K 0.01% 265

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

Apella Capital's LRCX Position: Q3 2026 in Review

Apella Capital increased its Lam Research (LRCX) stake by 41% in Q3 2026, buying an estimated $510K and bringing the position to 5,575 shares worth $1.84M. The position accounts for 0.02% of the portfolio, ranked #295.

Apella Capital first reported a position in LRCX in Q4 2023 and has held it in 12 quarters since. 130 funds tracked by Wall St. Rank hold LRCX as of Q3 2026.

  • Apella Capital held 5,575 shares of Lam Research worth $1.84M as of Q3 2026.
  • Apella Capital bought 1,632 Lam Research shares in Q3 2026, an estimated $510K.
  • Lam Research made up 0.02% of Apella Capital's portfolio in Q3 2026, its #295 holding.
  • Apella Capital first reported a position in Lam Research in Q4 2023 and has held it in 12 quarters since.
  • 130 funds tracked by Wall St. Rank held Lam Research as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.