Howard Financial Services
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Howard Financial Services’s Lam Research LRCX Stock Holding History

Howard Financial Services’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 		$531K Buy
1,617
+309
+24% +$96.5K 0.06% 125
2026
Q2 		$567K Hold
1,308
– – 0.06% 126
2026
Q1 		$279K Buy
+1,308
New +$292K 0.03% 179

Other funds holding LRCX

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 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
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Howard Financial Services's LRCX Position: Q3 2026 in Review

Howard Financial Services increased its Lam Research (LRCX) stake by 24% in Q3 2026, buying an estimated $96.5K and bringing the position to 1,617 shares worth $531K. The position accounts for 0.06% of the portfolio, ranked #125.

Howard Financial Services first reported a position in LRCX in Q1 2026 and has held it in 3 quarters since. The position peaked at $567K in Q2 2026. 1,319 funds tracked by Wall St. Rank hold LRCX as of Q3 2026.

  • Howard Financial Services held 1,617 shares of Lam Research worth $531K as of Q3 2026.
  • Howard Financial Services bought 309 Lam Research shares in Q3 2026, an estimated $96.5K.
  • Lam Research made up 0.06% of Howard Financial Services's portfolio in Q3 2026, its #125 holding.
  • Howard Financial Services first reported a position in Lam Research in Q1 2026 and has held it in 3 quarters since.
  • Howard Financial Services's Lam Research position peaked at $567K in Q2 2026.
  • 1,319 funds tracked by Wall St. Rank held Lam Research as of Q3 2026.

Based on Howard Financial Services's 13F filing for Q3 2026, filed 15 Oct 2026.