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Galvin Gaustad & Stein’s Lam Research LRCX Stock Holding History

Galvin Gaustad & Stein’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 		$489K Buy
1,489
+326
+28% +$102K 0.04% 169
2026
Q2 		$504K Buy
1,163
+106
+10% +$32.2K 0.04% 183
2026
Q1 		$226K Sell
1,057
-148
-12% -$33.1K 0.02% 241
2025
Q4 		$206K Buy
+1,205
New +$187K 0.02% 248

Other funds holding LRCX

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
CBT
Central Bank & Trust Lexington, Kentucky $701M AUM 26.18% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

Galvin Gaustad & Stein's LRCX Position: Q3 2026 in Review

Galvin Gaustad & Stein increased its Lam Research (LRCX) stake by 28% in Q3 2026, buying an estimated $102K and bringing the position to 1,489 shares worth $489K. The position accounts for 0.04% of the portfolio, ranked #169.

Galvin Gaustad & Stein first reported a position in LRCX in Q4 2025 and has held it in 4 quarters since. The position peaked at $504K in Q2 2026. 125 funds tracked by Wall St. Rank hold LRCX as of Q3 2026.

  • Galvin Gaustad & Stein held 1,489 shares of Lam Research worth $489K as of Q3 2026.
  • Galvin Gaustad & Stein bought 326 Lam Research shares in Q3 2026, an estimated $102K.
  • Lam Research made up 0.04% of Galvin Gaustad & Stein's portfolio in Q3 2026, its #169 holding.
  • Galvin Gaustad & Stein first reported a position in Lam Research in Q4 2025 and has held it in 4 quarters since.
  • Galvin Gaustad & Stein's Lam Research position peaked at $504K in Q2 2026.
  • 125 funds tracked by Wall St. Rank held Lam Research as of Q3 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q3 2026, filed 8 Oct 2026.