Beacon Financial Advisory
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Beacon Financial Advisory’s Lam Research LRCX Stock Holding History

Beacon Financial Advisory’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 		$504K Buy
1,534
+155
+11% +$48.4K 0.1% 254
2026
Q2 		$597K Buy
1,379
+86
+7% +$26.1K 0.12% 211
2026
Q1 		$276K Buy
1,293
+25
+2% +$5.59K 0.06% 319
2025
Q4 		$217K Sell
1,268
-474
-27% -$73.7K 0.05% 356
2025
Q3 		$233K Buy
+1,742
New +$184K 0.05% 336
2024
Q3 		– Sell
-2,150
Closed -$229K – 311
2024
Q2 		$229K Sell
2,150
-110
-5% -$10.6K 0.09% 249
2024
Q1 		$219K Buy
+2,260
New +$199K 0.11% 222

Other funds holding LRCX

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Beacon Financial Advisory's LRCX Position: Q3 2026 in Review

Beacon Financial Advisory increased its Lam Research (LRCX) stake by 11% in Q3 2026, buying an estimated $48.4K and bringing the position to 1,534 shares worth $504K. The position accounts for 0.1% of the portfolio, ranked #254.

Beacon Financial Advisory first reported a position in LRCX in Q1 2024 and has held it in 7 quarters since. The position peaked at $597K in Q2 2026. 2,197 funds tracked by Wall St. Rank hold LRCX as of Q3 2026.

  • Beacon Financial Advisory held 1,534 shares of Lam Research worth $504K as of Q3 2026.
  • Beacon Financial Advisory bought 155 Lam Research shares in Q3 2026, an estimated $48.4K.
  • Lam Research made up 0.1% of Beacon Financial Advisory's portfolio in Q3 2026, its #254 holding.
  • Beacon Financial Advisory first reported a position in Lam Research in Q1 2024 and has held it in 7 quarters since.
  • Beacon Financial Advisory's Lam Research position peaked at $597K in Q2 2026.
  • 2,197 funds tracked by Wall St. Rank held Lam Research as of Q3 2026.

Based on Beacon Financial Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.