Clark Asset Management
LRCX icon

Clark Asset Management’s Lam Research LRCX Stock Holding History

Clark Asset Management’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 		$370K Buy
1,126
+4
+0.4% +$1.25K 0.03% 185
2026
Q2 		$486K Buy
1,122
+100
+10% +$30.4K 0.04% 162
2026
Q1 		$218K Buy
+1,022
New +$229K 0.02% 246

Other funds holding LRCX

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 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
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 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

Clark Asset Management's LRCX Position: Q3 2026 in Review

Clark Asset Management increased its Lam Research (LRCX) stake by 0.36% in Q3 2026, buying an estimated $1.25K and bringing the position to 1,126 shares worth $370K. The position accounts for 0.03% of the portfolio, ranked #185.

Clark Asset Management first reported a position in LRCX in Q1 2026 and has held it in 3 quarters since. The position peaked at $486K in Q2 2026. 2,245 funds tracked by Wall St. Rank hold LRCX as of Q3 2026.

  • Clark Asset Management held 1,126 shares of Lam Research worth $370K as of Q3 2026.
  • Clark Asset Management bought 4 Lam Research shares in Q3 2026, an estimated $1.25K.
  • Lam Research made up 0.03% of Clark Asset Management's portfolio in Q3 2026, its #185 holding.
  • Clark Asset Management first reported a position in Lam Research in Q1 2026 and has held it in 3 quarters since.
  • Clark Asset Management's Lam Research position peaked at $486K in Q2 2026.
  • 2,245 funds tracked by Wall St. Rank held Lam Research as of Q3 2026.

Based on Clark Asset Management's 13F filing for Q3 2026, filed 19 Oct 2026.