Financial Perspectives’s Lam Research LRCX Stock Holding History

Financial Perspectives’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	$132K	Buy	401 +58	+17%	+$18.1K	0.03%	220
2026 Q2	$149K	Hold	343	–	–	0.04%	209
2026 Q1	$73.3K	Hold	343	–	–	0.02%	266
2025 Q4	$58.7K	Hold	343	–	–	0.02%	286
2025 Q3	$45.9K	Hold	343	–	–	0.01%	323
2025 Q2	$33.4K	Hold	343	–	–	0.01%	361
2025 Q1	$24.9K	Hold	343	–	–	0.01%	383
2024 Q4	$24.8K	Buy	343 +3	+0.9%	+$228	0.01%	383
2024 Q3	$27.9K	Hold	340	–	–	0.01%	346
2024 Q2	$36.3K	Hold	340	–	–	0.01%	309
2024 Q1	$33.1K	Hold	340	–	–	0.01%	317
2023 Q4	$26.6K	Hold	340	–	–	0.01%	347
2023 Q3	$21.2K	Hold	340	–	–	0.01%	351
2023 Q2	$21.7K	Hold	340	–	–	0.01%	356
2023 Q1	$17.8K	Hold	340	–	–	0.01%	370
2022 Q4	$14.1K	Buy	340 +10	+3%	+$418	0.01%	399
2022 Q3	$12.2K	Hold	330	–	–	0.01%	413
2022 Q2	$14.2K	Hold	330	–	–	0.01%	394
2022 Q1	$17.8K	Hold	330	–	–	0.01%	390
2021 Q4	$23.8K	Hold	330	–	–	0.01%	335
2021 Q3	$18.8K	Buy	+330	New	+$20.1K	0.01%	361

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

Financial Perspectives's LRCX Position: Q3 2026 in Review

Financial Perspectives increased its Lam Research (LRCX) stake by 17% in Q3 2026, buying an estimated $18.1K and bringing the position to 401 shares worth $132K. The position accounts for 0.03% of the portfolio, ranked #220.

Financial Perspectives first reported a position in LRCX in Q3 2021 and has held it in 21 quarters since. The position peaked at $149K in Q2 2026. 1,724 funds tracked by Wall St. Rank hold LRCX as of Q3 2026.

Financial Perspectives held 401 shares of Lam Research worth $132K as of Q3 2026.
Financial Perspectives bought 58 Lam Research shares in Q3 2026, an estimated $18.1K.
Lam Research made up 0.03% of Financial Perspectives's portfolio in Q3 2026, its #220 holding.
Financial Perspectives first reported a position in Lam Research in Q3 2021 and has held it in 21 quarters since.
Financial Perspectives's Lam Research position peaked at $149K in Q2 2026.
1,724 funds tracked by Wall St. Rank held Lam Research as of Q3 2026.

Based on Financial Perspectives's 13F filing for Q3 2026, filed 3 Nov 2026.