Cooper Financial Group
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Cooper Financial Group’s Lam Research LRCX Stock Holding History

Cooper Financial Group’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 		$2.72M Sell
8,290
-187
-2% -$58.4K 0.22% 84
2026
Q2 		$3.67M Buy
8,477
+864
+11% +$262K 0.3% 57
2026
Q1 		$1.63M Buy
7,613
+3,350
+79% +$749K 0.16% 108
2025
Q4 		$730K Sell
4,263
-684
-14% -$106K 0.08% 186
2025
Q3 		$662K Buy
4,947
+1,659
+50% +$176K 0.07% 197
2025
Q2 		$320K Sell
3,288
-1,224
-27% -$97.1K 0.04% 290
2025
Q1 		$328K Buy
+4,512
New +$355K 0.04% 295
2024
Q4 		– Sell
-2,940
Closed -$240K – 403
2024
Q3 		$240K Buy
2,940
+10
+0.3% +$869 0.03% 341
2024
Q2 		$312K Sell
2,930
-220
-7% -$21.1K 0.05% 297
2024
Q1 		$306K Sell
3,150
-200
-6% -$17.6K 0.05% 284
2023
Q4 		$262K Buy
+3,350
New +$228K 0.05% 292
2022
Q2 		– Sell
-13,620
Closed -$732K – 270
2022
Q1 		$732K Buy
13,620
+400
+3% +$23.3K 0.28% 83
2021
Q4 		$950K Buy
13,220
+2,550
+24% +$160K 0.36% 69
2021
Q3 		$607K Buy
10,670
+1,840
+21% +$112K 0.13% 113
2021
Q2 		$574K Buy
8,830
+340
+4% +$21.5K 0.12% 109
2021
Q1 		$505K Sell
8,490
-430
-5% -$23.4K 0.11% 123
2020
Q4 		$421K Buy
8,920
+180
+2% +$7.57K 0.09% 171
2020
Q3 		$290K Buy
8,740
+530
+6% +$18.3K 0.08% 159
2020
Q2 		$265K Buy
+8,210
New +$224K 0.09% 151

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

Cooper Financial Group's LRCX Position: Q3 2026 in Review

Cooper Financial Group reduced its Lam Research (LRCX) stake by 2.2% in Q3 2026, selling an estimated $58.4K and leaving 8,290 shares worth $2.72M. The position accounts for 0.22% of the portfolio, ranked #84.

Cooper Financial Group first reported a position in LRCX in Q2 2020 and has held it in 19 quarters since. The position peaked at $3.67M in Q2 2026. 1,983 funds tracked by Wall St. Rank hold LRCX as of Q3 2026.

  • Cooper Financial Group held 8,290 shares of Lam Research worth $2.72M as of Q3 2026.
  • Cooper Financial Group sold 187 Lam Research shares in Q3 2026, an estimated $58.4K.
  • Lam Research made up 0.22% of Cooper Financial Group's portfolio in Q3 2026, its #84 holding.
  • Cooper Financial Group first reported a position in Lam Research in Q2 2020 and has held it in 19 quarters since.
  • Cooper Financial Group's Lam Research position peaked at $3.67M in Q2 2026.
  • 1,983 funds tracked by Wall St. Rank held Lam Research as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.