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Congress Asset Management’s Lam Research LRCX Stock Holding History

Congress 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 		$16.9M Sell
51,381
-1,956
-4% -$611K 0.11% 168
2026
Q2 		$23.1M Buy
53,337
+7,056
+15% +$2.14M 0.14% 146
2026
Q1 		$9.89M Buy
46,281
+42,478
+1,117% +$9.5M 0.07% 203
2025
Q4 		$651K Buy
3,803
+7
+0.2% +$1.09K ﹤0.01% 334
2025
Q3 		$508K Buy
3,796
+8
+0.2% +$847 ﹤0.01% 355
2025
Q2 		$369K Buy
3,788
+14
+0.4% +$1.11K ﹤0.01% 357
2025
Q1 		$274K Buy
3,774
+10
+0.3% +$787 ﹤0.01% 353
2024
Q4 		$272K Buy
3,764
+14
+0.4% +$1.06K ﹤0.01% 366
2024
Q3 		$306K Hold
3,750
– – ﹤0.01% 344
2024
Q2 		$399K Buy
3,750
+10
+0.3% +$959 ﹤0.01% 344
2024
Q1 		$363K Buy
3,740
+10
+0.3% +$880 ﹤0.01% 336
2023
Q4 		$292K Sell
3,730
-140
-4% -$9.54K ﹤0.01% 360
2023
Q3 		$242K Buy
3,870
+10
+0.3% +$657 ﹤0.01% 366
2023
Q2 		$248K Sell
3,860
-900
-19% -$50.7K ﹤0.01% 359
2023
Q1 		$253K Buy
+4,760
New +$234K ﹤0.01% 359
2022
Q3 		– Sell
-4,710
Closed -$201K – 375
2022
Q2 		$201K Buy
4,710
+10
+0.2% +$476 ﹤0.01% 365
2022
Q1 		$253K Hold
4,700
– – ﹤0.01% 354
2021
Q4 		$338K Sell
4,700
-120
-2% -$7.52K ﹤0.01% 354
2021
Q3 		$274K Buy
4,820
+10
+0.2% +$608 ﹤0.01% 341
2021
Q2 		$313K Buy
4,810
+130
+3% +$8.21K ﹤0.01% 337
2021
Q1 		$279K Hold
4,680
– – ﹤0.01% 339
2020
Q4 		$221K Buy
+4,680
New +$197K ﹤0.01% 344

Other funds holding LRCX

NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
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
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 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

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

Congress Asset Management reduced its Lam Research (LRCX) stake by 3.7% in Q3 2026, selling an estimated $611K and leaving 51,381 shares worth $16.9M. The position accounts for 0.11% of the portfolio, ranked #168.

Congress Asset Management first reported a position in LRCX in Q4 2020 and has held it in 22 quarters since. The position peaked at $23.1M in Q2 2026. 34 funds tracked by Wall St. Rank hold LRCX as of Q3 2026.

  • Congress Asset Management held 51,381 shares of Lam Research worth $16.9M as of Q3 2026.
  • Congress Asset Management sold 1,956 Lam Research shares in Q3 2026, an estimated $611K.
  • Lam Research made up 0.11% of Congress Asset Management's portfolio in Q3 2026, its #168 holding.
  • Congress Asset Management first reported a position in Lam Research in Q4 2020 and has held it in 22 quarters since.
  • Congress Asset Management's Lam Research position peaked at $23.1M in Q2 2026.
  • 34 funds tracked by Wall St. Rank held Lam Research as of Q3 2026.

Based on Congress Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.