David J. Yvars Group
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David J. Yvars Group’s Lam Research LRCX Stock Holding History

David J. Yvars 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 		$511K Sell
1,555
-535
-26% -$167K 0.23% 51
2026
Q2 		$906K Buy
+2,090
New +$634K 0.43% 32

Other funds holding LRCX

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Montrusco Bolton Investments
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
GF Fund Management
GF Fund Management Guangzhou, China $7.72B AUM 122.96% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

David J. Yvars Group's LRCX Position: Q3 2026 in Review

David J. Yvars Group reduced its Lam Research (LRCX) stake by 26% in Q3 2026, selling an estimated $167K and leaving 1,555 shares worth $511K. The position accounts for 0.23% of the portfolio, ranked #51.

David J. Yvars Group first reported a position in LRCX in Q2 2026 and has held it in 2 quarters since. The position peaked at $906K in Q2 2026. 948 funds tracked by Wall St. Rank hold LRCX as of Q3 2026.

  • David J. Yvars Group held 1,555 shares of Lam Research worth $511K as of Q3 2026.
  • David J. Yvars Group sold 535 Lam Research shares in Q3 2026, an estimated $167K.
  • Lam Research made up 0.23% of David J. Yvars Group's portfolio in Q3 2026, its #51 holding.
  • David J. Yvars Group first reported a position in Lam Research in Q2 2026 and has held it in 2 quarters since.
  • David J. Yvars Group's Lam Research position peaked at $906K in Q2 2026.
  • 948 funds tracked by Wall St. Rank held Lam Research as of Q3 2026.

Based on David J. Yvars Group's 13F filing for Q3 2026, filed 9 Oct 2026.