Herold Advisors
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Herold Advisors’s Lam Research LRCX Stock Holding History

Herold 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 		$1.84M Buy
5,607
+157
+3% +$49K 0.36% 70
2026
Q2 		$2.36M Sell
5,450
-131
-2% -$39.8K 0.47% 60
2026
Q1 		$1.19M Sell
5,581
-1,848
-25% -$413K 0.26% 95
2025
Q4 		$1.27M Sell
7,429
-410
-5% -$63.8K 0.28% 91
2025
Q3 		$1.05M Sell
7,839
-677
-8% -$71.7K 0.24% 104
2025
Q2 		$829K Buy
8,516
+794
+10% +$63K 0.17% 130
2025
Q1 		$561K Sell
7,722
-3,291
-30% -$259K 0.12% 171
2024
Q4 		$795K Sell
11,013
-2,017
-15% -$153K 0.17% 142
2024
Q3 		$1.06M Buy
13,030
+420
+3% +$36.5K 0.23% 123
2024
Q2 		$1.34M Buy
12,610
+630
+5% +$60.4K 0.31% 87
2024
Q1 		$1.16M Sell
11,980
-1,390
-10% -$122K 0.28% 105
2023
Q4 		$1.05M Hold
13,370
– – 0.29% 101
2023
Q3 		$838K Sell
13,370
-1,260
-9% -$82.8K 0.25% 117
2023
Q2 		$941K Buy
14,630
+2,030
+16% +$114K 0.29% 104
2023
Q1 		$668K Buy
+12,600
New +$618K 0.23% 110
2022
Q2 		– Sell
-3,650
Closed -$196K – 455
2022
Q1 		$196K Buy
+3,650
New +$212K 0.07% 199

Other funds holding LRCX

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Montrusco Bolton Investments
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
GF Fund Management
GF Fund Management Guangzhou, China $7.72B AUM 122.96% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Herold Advisors's LRCX Position: Q3 2026 in Review

Herold Advisors increased its Lam Research (LRCX) stake by 2.9% in Q3 2026, buying an estimated $49K and bringing the position to 5,607 shares worth $1.84M. The position accounts for 0.36% of the portfolio, ranked #70.

Herold Advisors first reported a position in LRCX in Q1 2022 and has held it in 16 quarters since. The position peaked at $2.36M in Q2 2026. 1,014 funds tracked by Wall St. Rank hold LRCX as of Q3 2026.

  • Herold Advisors held 5,607 shares of Lam Research worth $1.84M as of Q3 2026.
  • Herold Advisors bought 157 Lam Research shares in Q3 2026, an estimated $49K.
  • Lam Research made up 0.36% of Herold Advisors's portfolio in Q3 2026, its #70 holding.
  • Herold Advisors first reported a position in Lam Research in Q1 2022 and has held it in 16 quarters since.
  • Herold Advisors's Lam Research position peaked at $2.36M in Q2 2026.
  • 1,014 funds tracked by Wall St. Rank held Lam Research as of Q3 2026.

Based on Herold Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.