Key Financial Inc
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Key Financial Inc’s Lam Research LRCX Stock Holding History

Key Financial Inc’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 		$283K Hold
860
– – 0.05% 253
2026
Q2 		$373K Sell
860
-151
-15% -$45.8K 0.06% 221
2026
Q1 		$216K Buy
1,011
+151
+18% +$33.8K 0.04% 281
2025
Q4 		$147K Buy
860
+400
+87% +$62.2K 0.03% 338
2025
Q3 		$65.7K Hold
460
– – 0.01% 466
2025
Q2 		$44.8K Buy
+460
New +$36.5K 0.01% 520
2024
Q4 		– Sell
-460
Closed -$37.5K – 1394
2024
Q3 		$37.5K Buy
460
+40
+10% +$3.48K 0.01% 530
2024
Q2 		$44.7K Hold
420
– – 0.01% 486
2024
Q1 		$40.8K Hold
420
– – 0.01% 469
2023
Q4 		$32.9K Hold
420
– – 0.01% 496
2023
Q3 		$26.3K Hold
420
– – 0.01% 514
2023
Q2 		$27K Buy
420
+90
+27% +$5.07K 0.01% 516
2023
Q1 		$17.5K Sell
330
-740
-69% -$36.3K 0.01% 572
2022
Q4 		$39.2K Hold
1,070
– – 0.02% 394
2022
Q3 		$39K Hold
1,070
– – 0.02% 399
2022
Q2 		$42K Hold
1,070
– – 0.02% 392
2022
Q1 		$58K Buy
1,070
+740
+224% +$43.1K 0.03% 341
2021
Q4 		$24K Hold
330
– – 0.01% 458
2021
Q3 		$19K Hold
330
– – 0.01% 480
2021
Q2 		$21K Buy
+330
New +$20.8K 0.01% 461

Other funds holding LRCX

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
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
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Key Financial Inc's LRCX Position: Q3 2026 in Review

Key Financial Inc held its Lam Research (LRCX) position steady in Q3 2026 at 860 shares worth $283K. The position accounts for 0.05% of the portfolio, ranked #253.

Key Financial Inc first reported a position in LRCX in Q2 2021 and has held it in 20 quarters since. The position peaked at $373K in Q2 2026. 1,932 funds tracked by Wall St. Rank hold LRCX as of Q3 2026.

  • Key Financial Inc held 860 shares of Lam Research worth $283K as of Q3 2026.
  • Key Financial Inc left its Lam Research share count unchanged in Q3 2026.
  • Lam Research made up 0.05% of Key Financial Inc's portfolio in Q3 2026, its #253 holding.
  • Key Financial Inc first reported a position in Lam Research in Q2 2021 and has held it in 20 quarters since.
  • Key Financial Inc's Lam Research position peaked at $373K in Q2 2026.
  • 1,932 funds tracked by Wall St. Rank held Lam Research as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.