Burr Financial Services’s Lam Research LRCX Stock Holding History

Burr 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	$2.74M	Buy	8,330 +1,780	+27%	+$556K	1.67%	15
2026 Q2	$2.84M	Sell	6,550 -66	-1%	-$20K	1.76%	10
2026 Q1	$1.41M	Hold	6,616	–	–	1.12%	12
2025 Q4	$1.13M	Buy	6,616 +66	+1%	+$10.3K	0.85%	14
2025 Q3	$877K	Hold	6,550	–	–	0.65%	16
2025 Q2	$638K	Hold	6,550	–	–	0.54%	18
2025 Q1	$476K	Buy	+6,550	New	+$516K	0.37%	20
2024 Q4	–	Sell	-9,350	Closed	-$763K	–	33
2024 Q3	$763K	Buy	9,350 +300	+3%	+$26.1K	0.54%	19
2024 Q2	$964K	Sell	9,050 -4,760	-34%	-$457K	0.67%	18
2024 Q1	$1.26M	Buy	13,810 +200	+1%	+$17.6K	0.99%	20
2023 Q4	$1.28M	Buy	+13,610	New	+$928K	0.98%	20

Other funds holding LRCX

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

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

Burr Financial Services increased its Lam Research (LRCX) stake by 27% in Q3 2026, buying an estimated $556K and bringing the position to 8,330 shares worth $2.74M. The position accounts for 1.67% of the portfolio, ranked #15.

Burr Financial Services first reported a position in LRCX in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.84M in Q2 2026. 2,424 funds tracked by Wall St. Rank hold LRCX as of Q3 2026.

Burr Financial Services held 8,330 shares of Lam Research worth $2.74M as of Q3 2026.
Burr Financial Services bought 1,780 Lam Research shares in Q3 2026, an estimated $556K.
Lam Research made up 1.67% of Burr Financial Services's portfolio in Q3 2026, its #15 holding.
Burr Financial Services first reported a position in Lam Research in Q4 2023 and has held it in 11 quarters since.
Burr Financial Services's Lam Research position peaked at $2.84M in Q2 2026.
2,424 funds tracked by Wall St. Rank held Lam Research as of Q3 2026.

Based on Burr Financial Services's 13F filing for Q3 2026, filed 8 Oct 2026.