GAMMA Investing’s Lam Research LRCX Stock Holding History

GAMMA Investing’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	$14.1M	Buy	43,060 +3,148	+8%	+$983K	0.48%	28
2026 Q2	$17.3M	Buy	39,912 +4,075	+11%	+$1.24M	0.64%	22
2026 Q1	$7.66M	Buy	35,837 +2,643	+8%	+$591K	0.36%	40
2025 Q4	$5.68M	Buy	33,194 +2,745	+9%	+$427K	0.29%	52
2025 Q3	$4.08M	Buy	30,449 +3,297	+12%	+$349K	0.22%	61
2025 Q2	$2.64M	Sell	27,152 -2,256	-8%	-$179K	0.17%	99
2025 Q1	$2.14M	Buy	29,408 +5,213	+22%	+$411K	0.16%	113
2024 Q4	$1.75M	Buy	24,195 +4,675	+24%	+$355K	0.15%	115
2024 Q3	$1.59M	Buy	19,520 +1,120	+6%	+$97.4K	0.16%	117
2024 Q2	$1.96M	Buy	18,400 +8,640	+89%	+$829K	0.27%	57
2024 Q1	$948K	Buy	9,760 +2,920	+43%	+$257K	0.19%	87
2023 Q4	$564K	Buy	+6,840	New	+$466K	0.15%	117

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

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

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

GAMMA Investing's LRCX Position: Q3 2026 in Review

GAMMA Investing increased its Lam Research (LRCX) stake by 7.9% in Q3 2026, buying an estimated $983K and bringing the position to 43,060 shares worth $14.1M. The position accounts for 0.48% of the portfolio, ranked #28.

GAMMA Investing first reported a position in LRCX in Q4 2023 and has held it in 12 quarters since. The position peaked at $17.3M in Q2 2026. 144 funds tracked by Wall St. Rank hold LRCX as of Q3 2026.

GAMMA Investing held 43,060 shares of Lam Research worth $14.1M as of Q3 2026.
GAMMA Investing bought 3,148 Lam Research shares in Q3 2026, an estimated $983K.
Lam Research made up 0.48% of GAMMA Investing's portfolio in Q3 2026, its #28 holding.
GAMMA Investing first reported a position in Lam Research in Q4 2023 and has held it in 12 quarters since.
GAMMA Investing's Lam Research position peaked at $17.3M in Q2 2026.
144 funds tracked by Wall St. Rank held Lam Research as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.