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Burkett Financial Services’s Lam Research LRCX Stock Holding History

Burkett 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
2026
Q3 		$47K Buy
+143
New +$44.7K 0.01% 165

Other funds holding LRCX

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
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
MSRI
Michael S. Ryan Inc Latham, New York $198M AUM 15.97% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
RF
Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return

Burkett Financial Services's LRCX Position: Q3 2026 in Review

Burkett Financial Services opened a new position in Lam Research (LRCX) in Q3 2026: 143 shares worth $47K. The stake represents 0.01% of the portfolio and ranks #165 among its holdings.

16 funds tracked by Wall St. Rank hold LRCX as of Q3 2026.

  • Burkett Financial Services held 143 shares of Lam Research worth $47K as of Q3 2026.
  • Lam Research was a new Burkett Financial Services position in Q3 2026.
  • Lam Research made up 0.01% of Burkett Financial Services's portfolio in Q3 2026, its #165 holding.
  • 16 funds tracked by Wall St. Rank held Lam Research as of Q3 2026.

Based on Burkett Financial Services's 13F filing for Q3 2026, filed 1 Oct 2026.