Callahan Advisors
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Callahan Advisors’s Lam Research LRCX Stock Holding History

Callahan Advisors’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 		$958K Buy
2,917
+5
+0.2% +$1.56K 0.07% 117
2026
Q2 		$1.26M Sell
2,912
-160
-5% -$48.6K 0.1% 111
2026
Q1 		$656K Buy
3,072
+4
+0.1% +$894 0.05% 129
2025
Q4 		$525K Buy
3,068
+113
+4% +$17.6K 0.04% 135
2025
Q3 		$396K Buy
2,955
+105
+4% +$11.1K 0.03% 132
2025
Q2 		$277K Buy
+2,850
New +$226K 0.02% 143
2024
Q4 		– Sell
-2,730
Closed -$222K – 169
2024
Q3 		$222K Buy
2,730
+10
+0.4% +$869 0.02% 136
2024
Q2 		$290K Buy
2,720
+100
+4% +$9.6K 0.03% 127
2024
Q1 		$255K Hold
2,620
– – 0.03% 128
2023
Q4 		$205K Buy
+2,620
New +$179K 0.02% 137
2022
Q1 		– Sell
-3,070
Closed -$221K – 150
2021
Q4 		$221K Buy
+3,070
New +$192K 0.02% 144

Other funds holding LRCX

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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Callahan Advisors's LRCX Position: Q3 2026 in Review

Callahan Advisors increased its Lam Research (LRCX) stake by 0.17% in Q3 2026, buying an estimated $1.56K and bringing the position to 2,917 shares worth $958K. The position accounts for 0.07% of the portfolio, ranked #117.

Callahan Advisors first reported a position in LRCX in Q4 2021 and has held it in 11 quarters since. The position peaked at $1.26M in Q2 2026. 1,983 funds tracked by Wall St. Rank hold LRCX as of Q3 2026.

  • Callahan Advisors held 2,917 shares of Lam Research worth $958K as of Q3 2026.
  • Callahan Advisors bought 5 Lam Research shares in Q3 2026, an estimated $1.56K.
  • Lam Research made up 0.07% of Callahan Advisors's portfolio in Q3 2026, its #117 holding.
  • Callahan Advisors first reported a position in Lam Research in Q4 2021 and has held it in 11 quarters since.
  • Callahan Advisors's Lam Research position peaked at $1.26M in Q2 2026.
  • 1,983 funds tracked by Wall St. Rank held Lam Research as of Q3 2026.

Based on Callahan Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.