Bard Financial Services’s Lam Research LRCX Stock Holding History

Bard Financial Services’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
2025 Q3	$4.52M	Hold	33,750	–	–	0.5%	55
2025 Q2	$3.29M	Hold	33,750	–	–	0.39%	65
2025 Q1	$2.45M	Hold	33,750	–	–	0.3%	77
2024 Q4	$2.44M	Hold	33,750	–	–	0.29%	75
2024 Q3	$2.75M	Hold	33,750	–	–	0.33%	70
2024 Q2	$3.59M	Hold	33,750	–	–	0.37%	62
2024 Q1	$3.28M	Hold	33,750	–	–	0.35%	66
2023 Q4	$2.64M	Hold	33,750	–	–	0.3%	75
2023 Q3	$2.12M	Hold	33,750	–	–	0.26%	79
2023 Q2	$21.7M	Hold	33,750	–	–	1.64%	12
2023 Q1	$1.79M	Sell	33,750 -500	-1%	-$24.5K	0.14%	124
2022 Q4	$1.44M	Buy	34,250 +250	+0.7%	+$10.5K	0.12%	132
2022 Q3	$1.24M	Sell	34,000 -500	-1%	-$22.3K	0.12%	134
2022 Q2	$1.47M	Buy	34,500 +750	+2%	+$35.7K	0.13%	124
2022 Q1	$1.81M	Hold	33,750	–	–	0.15%	113
2021 Q4	$2.43M	Hold	33,750	–	–	0.2%	103
2021 Q3	$1.92M	Sell	33,750 -250	-0.7%	-$15.2K	0.17%	111
2021 Q2	$2.21M	Sell	34,000 -250	-0.7%	-$15.8K	0.2%	105
2021 Q1	$2.04M	Buy	34,250 +500	+1%	+$27.2K	0.2%	107
2020 Q4	$1.59M	Buy	+33,750	New	+$1.42M	0.16%	111

Other funds holding LRCX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bard Financial Services's LRCX Position: Q3 2025 in Review

Bard Financial Services held its Lam Research (LRCX) position steady in Q3 2025 at 33,750 shares worth $4.52M. The position accounts for 0.5% of the portfolio, ranked #55.

Bard Financial Services first reported a position in LRCX in Q4 2020 and has held it in 20 quarters since. The position peaked at $21.7M in Q2 2023. 2,107 funds tracked by Wall St. Rank hold LRCX as of Q3 2025.

Bard Financial Services held 33,750 shares of Lam Research worth $4.52M as of Q3 2025.
Bard Financial Services left its Lam Research share count unchanged in Q3 2025.
Lam Research made up 0.5% of Bard Financial Services's portfolio in Q3 2025, its #55 holding.
Bard Financial Services first reported a position in Lam Research in Q4 2020 and has held it in 20 quarters since.
Bard Financial Services's Lam Research position peaked at $21.7M in Q2 2023.
2,107 funds tracked by Wall St. Rank held Lam Research as of Q3 2025.

Based on Bard Financial Services's 13F filing for Q3 2025, filed 17 Oct 2025.