Linden Thomas Advisory Services
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Linden Thomas Advisory Services’s Lam Research LRCX Stock Holding History

Linden Thomas Advisory Services’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 		$8.01M Buy
24,391
+2,032
+9% +$634K 0.64% 18
2026
Q2 		$9.7M Buy
22,359
+418
+2% +$127K 0.78% 13
2026
Q1 		$4.69M Sell
21,941
-20,484
-48% -$4.58M 0.45% 53
2025
Q4 		$7.26M Sell
42,425
-25
-0.1% -$3.89K 0.74% 15
2025
Q3 		$5.68M Buy
42,450
+614
+1% +$65K 0.58% 26
2025
Q2 		$4.07M Buy
41,836
+543
+1% +$43.1K 0.45% 53
2025
Q1 		$3M Buy
41,293
+1,988
+5% +$157K 0.39% 60
2024
Q4 		$2.84M Buy
39,305
+2,085
+6% +$158K 0.36% 67
2024
Q3 		$3.04M Buy
37,220
+1,980
+6% +$172K 0.42% 48
2024
Q2 		$3.75M Sell
35,240
-7,910
-18% -$759K 0.58% 20
2024
Q1 		$4.19M Buy
43,150
+2,170
+5% +$191K 0.67% 10
2023
Q4 		$3.21M Buy
40,980
+2,530
+7% +$172K 0.6% 15
2023
Q3 		$2.41M Buy
38,450
+13,390
+53% +$880K 0.54% 20
2023
Q2 		$1.61M Buy
25,060
+530
+2% +$29.9K 0.36% 88
2023
Q1 		$1.3M Buy
24,530
+390
+2% +$19.1K 0.32% 127
2022
Q4 		$1.01M Buy
+24,140
New +$1.01M 0.29% 152

Other funds holding LRCX

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 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
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Montrusco Bolton Investments
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
GF Fund Management
GF Fund Management Guangzhou, China $7.72B AUM 122.96% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Linden Thomas Advisory Services's LRCX Position: Q3 2026 in Review

Linden Thomas Advisory Services increased its Lam Research (LRCX) stake by 9.1% in Q3 2026, buying an estimated $634K and bringing the position to 24,391 shares worth $8.01M. The position accounts for 0.64% of the portfolio, ranked #18.

Linden Thomas Advisory Services first reported a position in LRCX in Q4 2022 and has held it in 16 quarters since. The position peaked at $9.7M in Q2 2026. 948 funds tracked by Wall St. Rank hold LRCX as of Q3 2026.

  • Linden Thomas Advisory Services held 24,391 shares of Lam Research worth $8.01M as of Q3 2026.
  • Linden Thomas Advisory Services bought 2,032 Lam Research shares in Q3 2026, an estimated $634K.
  • Lam Research made up 0.64% of Linden Thomas Advisory Services's portfolio in Q3 2026, its #18 holding.
  • Linden Thomas Advisory Services first reported a position in Lam Research in Q4 2022 and has held it in 16 quarters since.
  • Linden Thomas Advisory Services's Lam Research position peaked at $9.7M in Q2 2026.
  • 948 funds tracked by Wall St. Rank held Lam Research as of Q3 2026.

Based on Linden Thomas Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.