Lebenthal Global Advisors’s Lam Research LRCX Stock Holding History

Lebenthal Global 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	$1.56M	Buy	4,759 +530	+13%	+$165K	0.21%	82
2026 Q2	$1.83M	Buy	4,229 +47	+1%	+$14.3K	0.25%	71
2026 Q1	$894K	Buy	4,182 +2,317	+124%	+$518K	0.13%	121
2025 Q4	$319K	Buy	+1,865	New	+$290K	0.05%	168
2023 Q1	–	Sell	-5,680	Closed	-$239K	–	125
2022 Q4	$239K	Buy	5,680 +160	+3%	+$6.69K	0.08%	119
2022 Q3	$202K	Sell	5,520 -150	-3%	-$6.68K	0.09%	110
2022 Q2	$241K	Buy	5,670 +70	+1%	+$3.33K	0.12%	115
2022 Q1	$301K	Sell	5,600 -730	-12%	-$42.5K	0.13%	115
2021 Q4	$455K	Buy	+6,330	New	+$397K	0.18%	87
2021 Q1	–	Sell	-2,860	Closed	-$135K	–	363
2020 Q4	$135K	Buy	+2,860	New	+$120K	0.1%	133

Other funds holding LRCX

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Lebenthal Global Advisors's LRCX Position: Q3 2026 in Review

Lebenthal Global Advisors increased its Lam Research (LRCX) stake by 13% in Q3 2026, buying an estimated $165K and bringing the position to 4,759 shares worth $1.56M. The position accounts for 0.21% of the portfolio, ranked #82.

Lebenthal Global Advisors first reported a position in LRCX in Q4 2020 and has held it in 10 quarters since. The position peaked at $1.83M in Q2 2026. 2,312 funds tracked by Wall St. Rank hold LRCX as of Q3 2026.

Lebenthal Global Advisors held 4,759 shares of Lam Research worth $1.56M as of Q3 2026.
Lebenthal Global Advisors bought 530 Lam Research shares in Q3 2026, an estimated $165K.
Lam Research made up 0.21% of Lebenthal Global Advisors's portfolio in Q3 2026, its #82 holding.
Lebenthal Global Advisors first reported a position in Lam Research in Q4 2020 and has held it in 10 quarters since.
Lebenthal Global Advisors's Lam Research position peaked at $1.83M in Q2 2026.
2,312 funds tracked by Wall St. Rank held Lam Research as of Q3 2026.

Based on Lebenthal Global Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.