Lee Financial
LRCX icon

Lee Financial’s Lam Research LRCX Stock Holding History

Lee Financial’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 		$221K Hold
672
– – 0.03% 147
2026
Q2 		$291K Buy
+672
New +$204K 0.04% 140
2024
Q1 		– Sell
-1,170
Closed -$91.8K – 541
2023
Q4 		$91.8K Hold
1,170
– – 0.02% 184
2023
Q3 		$73.3K Buy
1,170
+10
+0.9% +$657 0.01% 183
2023
Q2 		$74.9K Hold
1,160
– – 0.01% 192
2023
Q1 		$61.6K Buy
1,160
+10
+0.9% +$491 0.01% 217
2022
Q4 		$48.5K Buy
1,150
+80
+7% +$3.35K 0.01% 253
2022
Q3 		$39K Sell
1,070
-60
-5% -$2.67K 0.01% 271
2022
Q2 		$48K Buy
1,130
+70
+7% +$3.33K 0.01% 250
2022
Q1 		$57K Sell
1,060
-310
-23% -$18K 0.01% 232
2021
Q4 		$99K Buy
1,370
+250
+22% +$15.7K 0.02% 192
2021
Q3 		$63K Buy
1,120
+40
+4% +$2.43K 0.01% 210
2021
Q2 		$71K Buy
1,080
+30
+3% +$1.89K 0.02% 205
2021
Q1 		$63K Hold
1,050
– – 0.01% 217
2020
Q4 		$50K Hold
1,050
– – 0.01% 211
2020
Q3 		$35K Buy
1,050
+10
+1% +$345 0.01% 263
2020
Q2 		$34K Sell
1,040
-1,990
-66% -$54.3K 0.01% 236
2020
Q1 		$73K Buy
3,030
+1,010
+50% +$29.1K 0.02% 145
2019
Q4 		$59K Buy
2,020
+10
+0.5% +$266 0.01% 177
2019
Q3 		$46K Buy
2,010
+10
+0.5% +$210 0.01% 199
2019
Q2 		$38K Hold
2,000
– – 0.01% 214
2019
Q1 		$36K Buy
+2,000
New +$33.4K 0.01% 207

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
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
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Lee Financial's LRCX Position: Q3 2026 in Review

Lee Financial held its Lam Research (LRCX) position steady in Q3 2026 at 672 shares worth $221K. The position accounts for 0.03% of the portfolio, ranked #147.

Lee Financial first reported a position in LRCX in Q1 2019 and has held it in 22 quarters since. The position peaked at $291K in Q2 2026. 1,241 funds tracked by Wall St. Rank hold LRCX as of Q3 2026.

  • Lee Financial held 672 shares of Lam Research worth $221K as of Q3 2026.
  • Lee Financial left its Lam Research share count unchanged in Q3 2026.
  • Lam Research made up 0.03% of Lee Financial's portfolio in Q3 2026, its #147 holding.
  • Lee Financial first reported a position in Lam Research in Q1 2019 and has held it in 22 quarters since.
  • Lee Financial's Lam Research position peaked at $291K in Q2 2026.
  • 1,241 funds tracked by Wall St. Rank held Lam Research as of Q3 2026.

Based on Lee Financial's 13F filing for Q3 2026, filed 16 Oct 2026.