Ellsworth Advisors’s Lam Research LRCX Stock Holding History

Ellsworth Advisors’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	$5.61M	Sell	17,091 -1,065	-6%	-$333K	0.91%	43
2026 Q2	$6.09M	Sell	18,156 -3,340	-16%	-$1.01M	1%	41
2026 Q1	$4.59M	Sell	21,496 -1,463	-6%	-$327K	0.86%	45
2025 Q4	$4.99M	Sell	22,959 -1,128	-5%	-$175K	0.99%	41
2025 Q3	$3.49M	Sell	24,087 -453	-2%	-$48K	0.74%	48
2025 Q2	$2.39M	Buy	24,540 +2,460	+11%	+$195K	0.58%	59
2025 Q1	$1.61M	Buy	22,080 +1,834	+9%	+$144K	0.42%	76
2024 Q4	$1.46M	Buy	+20,246	New	+$1.54M	0.38%	75

Other funds holding LRCX

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Ellsworth Advisors's LRCX Position: Q3 2026 in Review

Ellsworth Advisors reduced its Lam Research (LRCX) stake by 5.9% in Q3 2026, selling an estimated $333K and leaving 17,091 shares worth $5.61M. The position accounts for 0.91% of the portfolio, ranked #43.

Ellsworth Advisors first reported a position in LRCX in Q4 2024 and has held it in 8 quarters since. The position peaked at $6.09M in Q2 2026. 1,714 funds tracked by Wall St. Rank hold LRCX as of Q3 2026.

Ellsworth Advisors held 17,091 shares of Lam Research worth $5.61M as of Q3 2026.
Ellsworth Advisors sold 1,065 Lam Research shares in Q3 2026, an estimated $333K.
Lam Research made up 0.91% of Ellsworth Advisors's portfolio in Q3 2026, its #43 holding.
Ellsworth Advisors first reported a position in Lam Research in Q4 2024 and has held it in 8 quarters since.
Ellsworth Advisors's Lam Research position peaked at $6.09M in Q2 2026.
1,714 funds tracked by Wall St. Rank held Lam Research as of Q3 2026.

Based on Ellsworth Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.