Hoxton Planning & Management
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Hoxton Planning & Management’s Lam Research LRCX Stock Holding History

Hoxton Planning & Management’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 		$1.4M Sell
4,258
-93
-2% -$29K 0.36% 55
2026
Q2 		$1.89M Buy
4,351
+30
+0.7% +$9.11K 0.49% 40
2026
Q1 		$923K Sell
4,321
-131
-3% -$29.3K 0.28% 66
2025
Q4 		$762K Buy
4,452
+52
+1% +$8.09K 0.23% 77
2025
Q3 		$589K Buy
4,400
+14
+0.3% +$1.48K 0.19% 96
2025
Q2 		$427K Sell
4,386
-226
-5% -$17.9K 0.15% 118
2025
Q1 		$335K Buy
4,612
+10
+0.2% +$787 0.13% 136
2024
Q4 		$332K Sell
4,602
-28
-0.6% -$2.12K 0.13% 142
2024
Q3 		$378K Buy
4,630
+410
+10% +$35.6K 0.15% 128
2024
Q2 		$449K Buy
4,220
+210
+5% +$20.1K 0.21% 89
2024
Q1 		$390K Buy
4,010
+80
+2% +$7.04K 0.19% 103
2023
Q4 		$308K Sell
3,930
-60
-2% -$4.09K 0.16% 107
2023
Q3 		$250K Sell
3,990
-70
-2% -$4.6K 0.16% 115
2023
Q2 		$261K Sell
4,060
-150
-4% -$8.46K 0.16% 116
2023
Q1 		$223K Buy
+4,210
New +$207K 0.12% 143

Other funds holding LRCX

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Hoxton Planning & Management's LRCX Position: Q3 2026 in Review

Hoxton Planning & Management reduced its Lam Research (LRCX) stake by 2.1% in Q3 2026, selling an estimated $29K and leaving 4,258 shares worth $1.4M. The position accounts for 0.36% of the portfolio, ranked #55.

Hoxton Planning & Management first reported a position in LRCX in Q1 2023 and has held it in 15 quarters since. The position peaked at $1.89M in Q2 2026. 2,274 funds tracked by Wall St. Rank hold LRCX as of Q3 2026.

  • Hoxton Planning & Management held 4,258 shares of Lam Research worth $1.4M as of Q3 2026.
  • Hoxton Planning & Management sold 93 Lam Research shares in Q3 2026, an estimated $29K.
  • Lam Research made up 0.36% of Hoxton Planning & Management's portfolio in Q3 2026, its #55 holding.
  • Hoxton Planning & Management first reported a position in Lam Research in Q1 2023 and has held it in 15 quarters since.
  • Hoxton Planning & Management's Lam Research position peaked at $1.89M in Q2 2026.
  • 2,274 funds tracked by Wall St. Rank held Lam Research as of Q3 2026.

Based on Hoxton Planning & Management's 13F filing for Q3 2026, filed 15 Oct 2026.