Cookson Peirce & Co
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Cookson Peirce & Co’s Lam Research LRCX Stock Holding History

Cookson Peirce & Co’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 		$29.4M Buy
89,397
+1,424
+2% +$445K 1.06% 27
2026
Q2 		$38.1M Sell
87,973
-2,013
-2% -$611K 1.26% 20
2026
Q1 		$19.2M Buy
89,986
+14,873
+20% +$3.33M 0.81% 41
2025
Q4 		$12.9M Buy
75,113
+64,603
+615% +$10M 0.53% 52
2025
Q3 		$1.41M Buy
10,510
+41
+0.4% +$4.34K 0.06% 130
2025
Q2 		$1.02M Buy
10,469
+2,119
+25% +$168K 0.04% 159
2025
Q1 		$607K Buy
+8,350
New +$658K 0.03% 204
2024
Q3 		– Sell
-19,370
Closed -$2.06M – 258
2024
Q2 		$2.06M Buy
19,370
+430
+2% +$41.2K 0.1% 81
2024
Q1 		$1.84M Sell
18,940
-1,230
-6% -$108K 0.1% 82
2023
Q4 		$1.58M Sell
20,170
-2,210
-10% -$151K 0.1% 82
2023
Q3 		$1.4M Buy
22,380
+860
+4% +$56.5K 0.09% 91
2023
Q2 		$1.38M Buy
+21,520
New +$1.21M 0.08% 93
2020
Q3 		– Sell
-21,550
Closed -$697K – 151
2020
Q2 		$697K Buy
21,550
+1,690
+9% +$46.1K 0.07% 90
2020
Q1 		$477K Sell
19,860
-790
-4% -$22.7K 0.05% 99
2019
Q4 		$604K Buy
+20,650
New +$548K 0.05% 114
2015
Q2 		– Sell
-90,000
Closed -$632K – 134
2015
Q1 		$632K Sell
90,000
-693,700
-89% -$5.48M 0.11% 97
2014
Q4 		$6.22M Buy
783,700
+28,000
+4% +$217K 1.29% 29
2014
Q3 		$5.64M Buy
+755,700
New +$5.39M 1.32% 29

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

Cookson Peirce & Co's LRCX Position: Q3 2026 in Review

Cookson Peirce & Co increased its Lam Research (LRCX) stake by 1.6% in Q3 2026, buying an estimated $445K and bringing the position to 89,397 shares worth $29.4M. The position accounts for 1.06% of the portfolio, ranked #27.

Cookson Peirce & Co first reported a position in LRCX in Q3 2014 and has held it in 18 quarters since. The position peaked at $38.1M in Q2 2026. 1,983 funds tracked by Wall St. Rank hold LRCX as of Q3 2026.

  • Cookson Peirce & Co held 89,397 shares of Lam Research worth $29.4M as of Q3 2026.
  • Cookson Peirce & Co bought 1,424 Lam Research shares in Q3 2026, an estimated $445K.
  • Lam Research made up 1.06% of Cookson Peirce & Co's portfolio in Q3 2026, its #27 holding.
  • Cookson Peirce & Co first reported a position in Lam Research in Q3 2014 and has held it in 18 quarters since.
  • Cookson Peirce & Co's Lam Research position peaked at $38.1M in Q2 2026.
  • 1,983 funds tracked by Wall St. Rank held Lam Research as of Q3 2026.

Based on Cookson Peirce & Co's 13F filing for Q3 2026, filed 30 Oct 2026.