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Ferguson Wellman Capital Management’s Lam Research LRCX Stock Holding History

Ferguson Wellman Capital 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
2026
Q3 		$3.62M Sell
11,024
-602
-5% -$188K 0.04% 145
2026
Q2 		$5.04M Buy
11,626
+1,677
+17% +$509K 0.06% 131
2026
Q1 		$2.13M Buy
9,949
+525
+6% +$117K 0.03% 166
2025
Q4 		$1.61M Buy
9,424
+2,674
+40% +$416K 0.03% 154
2025
Q3 		$904K Buy
6,750
+185
+3% +$19.6K 0.01% 191
2025
Q2 		$639K Sell
6,565
-510
-7% -$40.5K 0.01% 216
2025
Q1 		$514K Buy
7,075
+535
+8% +$42.1K 0.01% 238
2024
Q4 		$472K Buy
6,540
+1,430
+28% +$108K 0.01% 248
2024
Q3 		$417K Buy
5,110
+200
+4% +$17.4K 0.01% 273
2024
Q2 		$523K Hold
4,910
– – 0.01% 236
2024
Q1 		$477K Hold
4,910
– – 0.01% 262
2023
Q4 		$385K Buy
4,910
+50
+1% +$3.41K 0.01% 278
2023
Q3 		$305K Sell
4,860
-210
-4% -$13.8K 0.01% 291
2023
Q2 		$326K Buy
5,070
+140
+3% +$7.89K 0.01% 295
2023
Q1 		$261K Buy
4,930
+10
+0.2% +$491 0.01% 312
2022
Q4 		$207K Buy
+4,920
New +$206K 0.01% 332

Other funds holding LRCX

NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
PFP
Polaris Financial Partners Westerville, Ohio $223M AUM
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
SCP
Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
MSRI
Michael S. Ryan Inc Latham, New York $198M AUM 15.97% 1-Year Est. Return

Ferguson Wellman Capital Management's LRCX Position: Q3 2026 in Review

Ferguson Wellman Capital Management reduced its Lam Research (LRCX) stake by 5.2% in Q3 2026, selling an estimated $188K and leaving 11,024 shares worth $3.62M. The position accounts for 0.04% of the portfolio, ranked #145.

Ferguson Wellman Capital Management first reported a position in LRCX in Q4 2022 and has held it in 16 quarters since. The position peaked at $5.04M in Q2 2026. 26 funds tracked by Wall St. Rank hold LRCX as of Q3 2026.

  • Ferguson Wellman Capital Management held 11,024 shares of Lam Research worth $3.62M as of Q3 2026.
  • Ferguson Wellman Capital Management sold 602 Lam Research shares in Q3 2026, an estimated $188K.
  • Lam Research made up 0.04% of Ferguson Wellman Capital Management's portfolio in Q3 2026, its #145 holding.
  • Ferguson Wellman Capital Management first reported a position in Lam Research in Q4 2022 and has held it in 16 quarters since.
  • Ferguson Wellman Capital Management's Lam Research position peaked at $5.04M in Q2 2026.
  • 26 funds tracked by Wall St. Rank held Lam Research as of Q3 2026.

Based on Ferguson Wellman Capital Management's 13F filing for Q3 2026, filed 5 Oct 2026.