IBEX Wealth Advisors’s Lam Research LRCX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $14.2M | Buy |
43,162
+987
| +2% | +$308K | 1.1% | 25 |
|
|
2026
Q2 | $18.3M | Buy |
42,175
+2,319
| +6% | +$704K | 1.43% | 15 |
|
|
2026
Q1 | $8.52M | Buy |
39,856
+22,903
| +135% | +$5.12M | 0.79% | 41 |
|
|
2025
Q4 | $2.9M | Buy |
16,953
+4
| +0% | +$622 | 0.28% | 79 |
|
|
2025
Q3 | $2.27M | Sell |
16,949
-1
| -0% | -$106 | 0.22% | 83 |
|
|
2025
Q2 | $1.65M | Sell |
16,950
-64
| -0.4% | -$5.08K | 0.18% | 86 |
|
|
2025
Q1 | $1.24M | Buy |
17,014
+6
| +0% | +$472 | 0.16% | 95 |
|
|
2024
Q4 | $1.23M | Buy |
+17,008
| New | +$1.29M | 0.14% | 103 |
|
|
2024
Q3 | – | Sell |
-17,380
| Closed | -$1.85M | – | 190 |
|
|
2024
Q2 | $1.85M | Sell |
17,380
-990
| -5% | -$94.9K | 0.29% | 73 |
|
|
2024
Q1 | $772K | Sell |
18,370
-1,630
| -8% | -$143K | 0.21% | 70 |
|
|
2023
Q4 | $1.34M | Buy |
20,000
+1,880
| +10% | +$128K | 0.29% | 64 |
|
|
2023
Q3 | $1.14M | Buy |
+18,120
| New | +$1.19M | 0.29% | 67 |
|
|
2023
Q1 | $908K | Sell |
17,120
-1,250
| -7% | -$61.3K | 0.24% | 69 |
|
|
2022
Q4 | $772K | Sell |
18,370
-620
| -3% | -$25.9K | 0.17% | 99 |
|
|
2022
Q3 | $695K | Sell |
18,990
-60
| -0.3% | -$2.67K | 0.18% | 92 |
|
|
2022
Q2 | $812K | Buy |
19,050
+40
| +0.2% | +$1.9K | 0.19% | 97 |
|
|
2022
Q1 | $1.02M | Sell |
19,010
-41,040
| -68% | -$2.39M | 0.2% | 100 |
|
|
2021
Q4 | $4.32M | Buy |
60,050
+41,400
| +222% | +$2.6M | 0.76% | 50 |
|
|
2021
Q3 | $1.06M | Buy |
18,650
+1,230
| +7% | +$74.8K | 0.2% | 108 |
|
|
2021
Q2 | $1.13M | Buy |
+17,420
| New | +$1.1M | 0.23% | 108 |
|
|
2019
Q3 | – | Sell |
-15,730
| Closed | -$295K | – | 259 |
|
|
2019
Q2 | $295K | Buy |
+15,730
| New | +$298K | 0.09% | 120 |
|
|
2018
Q3 | – | Sell |
-134,260
| Closed | -$2.6M | – | 99 |
|
|
2018
Q2 | $2.6M | Hold |
134,260
| – | – | 1.04% | 46 |
|
|
2018
Q1 | $2.6M | Buy |
134,260
+6,880
| +5% | +$136K | 1.06% | 45 |
|
|
2017
Q4 | $2.52M | Buy |
127,380
+1,600
| +1% | +$31.4K | 1.12% | 38 |
|
|
2017
Q3 | $2.32M | Buy |
125,780
+60
| +0% | +$974 | 0.86% | 48 |
|
|
2017
Q2 | $1.9M | Buy |
125,720
+31,430
| +33% | +$461K | 0.75% | 55 |
|
|
2017
Q1 | $1.2M | Buy |
94,290
+4,930
| +6% | +$58K | 0.74% | 49 |
|
|
2016
Q4 | $1M | Buy |
89,360
+5,370
| +6% | +$54.5K | 0.48% | 67 |
|
|
2016
Q3 | $796K | Buy |
+83,990
| New | +$764K | 0.44% | 75 |
|
Other funds holding LRCX
IBEX Wealth Advisors's LRCX Position: Q3 2026 in Review
IBEX Wealth Advisors increased its Lam Research (LRCX) stake by 2.3% in Q3 2026, buying an estimated $308K and bringing the position to 43,162 shares worth $14.2M. The position accounts for 1.1% of the portfolio, ranked #25.
IBEX Wealth Advisors first reported a position in LRCX in Q3 2016 and has held it in 29 quarters since. The position peaked at $18.3M in Q2 2026. 1,833 funds tracked by Wall St. Rank hold LRCX as of Q3 2026.
- IBEX Wealth Advisors held 43,162 shares of Lam Research worth $14.2M as of Q3 2026.
- IBEX Wealth Advisors bought 987 Lam Research shares in Q3 2026, an estimated $308K.
- Lam Research made up 1.1% of IBEX Wealth Advisors's portfolio in Q3 2026, its #25 holding.
- IBEX Wealth Advisors first reported a position in Lam Research in Q3 2016 and has held it in 29 quarters since.
- IBEX Wealth Advisors's Lam Research position peaked at $18.3M in Q2 2026.
- 1,833 funds tracked by Wall St. Rank held Lam Research as of Q3 2026.
Based on IBEX Wealth Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.