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EFG Asset Management’s Lam Research LRCX Stock Holding History

EFG 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
2025
Q3 		$8.2M Buy
61,272
+3,845
+7% +$407K 1.06% 13
2025
Q2 		$5.59M Buy
57,427
+1,395
+2% +$111K 0.79% 35
2025
Q1 		$4.07M Sell
56,032
-8,905
-14% -$701K 0.68% 42
2024
Q4 		$4.69M Buy
64,937
+14,957
+30% +$1.13M 0.64% 45
2024
Q3 		$4.08M Sell
49,980
-2,150
-4% -$187K 0.68% 31
2024
Q2 		$5.55M Buy
52,130
+2,810
+6% +$270K 0.96% 17
2024
Q1 		$4.79M Sell
49,320
-270
-0.5% -$23.8K 0.83% 27
2023
Q4 		$3.88M Buy
49,590
+22,550
+83% +$1.54M 0.74% 42
2023
Q3 		$1.69M Sell
27,040
-1,040
-4% -$68.3K 0.4% 86
2023
Q2 		$1.8M Sell
28,080
-4,730
-14% -$267K 0.39% 87
2023
Q1 		$1.74M Sell
32,810
-5,610
-15% -$275K 0.38% 90
2022
Q4 		$1.62M Buy
38,420
+3,520
+10% +$147K 0.36% 99
2022
Q3 		$1.28M Sell
34,900
-2,840
-8% -$126K 0.3% 115
2022
Q2 		$1.61M Sell
37,740
-5,770
-13% -$275K 0.34% 93
2022
Q1 		$2.34M Sell
43,510
-3,970
-8% -$231K 0.35% 90
2021
Q4 		$3.42M Buy
+47,480
New +$2.98M 0.45% 64

Other funds holding LRCX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

EFG Asset Management's LRCX Position: Q3 2025 in Review

EFG Asset Management increased its Lam Research (LRCX) stake by 6.7% in Q3 2025, buying an estimated $407K and bringing the position to 61,272 shares worth $8.2M. The position accounts for 1.06% of the portfolio, ranked #13.

EFG Asset Management first reported a position in LRCX in Q4 2021 and has held it in 16 quarters since. 2,107 funds tracked by Wall St. Rank hold LRCX as of Q3 2025.

  • EFG Asset Management held 61,272 shares of Lam Research worth $8.2M as of Q3 2025.
  • EFG Asset Management bought 3,845 Lam Research shares in Q3 2025, an estimated $407K.
  • Lam Research made up 1.06% of EFG Asset Management's portfolio in Q3 2025, its #13 holding.
  • EFG Asset Management first reported a position in Lam Research in Q4 2021 and has held it in 16 quarters since.
  • 2,107 funds tracked by Wall St. Rank held Lam Research as of Q3 2025.

Based on EFG Asset Management's 13F filing for Q3 2025, filed 3 Nov 2025.