Compass Financial Management
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Compass Financial Management’s Lam Research LRCX Stock Holding History

Compass Financial 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 		$1.68M Sell
5,105
-3,709
-42% -$1.16M 0.18% 140
2026
Q2 		$3.72M Buy
+8,814
New +$2.68M 0.45% 55

Other funds holding LRCX

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
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

Compass Financial Management's LRCX Position: Q3 2026 in Review

Compass Financial Management reduced its Lam Research (LRCX) stake by 42% in Q3 2026, selling an estimated $1.16M and leaving 5,105 shares worth $1.68M. The position accounts for 0.18% of the portfolio, ranked #140.

Compass Financial Management first reported a position in LRCX in Q2 2026 and has held it in 2 quarters since. The position peaked at $3.72M in Q2 2026. 2,417 funds tracked by Wall St. Rank hold LRCX as of Q3 2026.

  • Compass Financial Management held 5,105 shares of Lam Research worth $1.68M as of Q3 2026.
  • Compass Financial Management sold 3,709 Lam Research shares in Q3 2026, an estimated $1.16M.
  • Lam Research made up 0.18% of Compass Financial Management's portfolio in Q3 2026, its #140 holding.
  • Compass Financial Management first reported a position in Lam Research in Q2 2026 and has held it in 2 quarters since.
  • Compass Financial Management's Lam Research position peaked at $3.72M in Q2 2026.
  • 2,417 funds tracked by Wall St. Rank held Lam Research as of Q3 2026.

Based on Compass Financial Management's 13F filing for Q3 2026, filed 30 Oct 2026.