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Marshall & Sullivan’s Lam Research LRCX Stock Holding History

Marshall & Sullivan’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
2025
Q3 		$8.32M Sell
62,111
-3,108
-5% -$329K 3.86% 5
2025
Q2 		$6.35M Buy
65,219
+597
+0.9% +$47.4K 3.05% 12
2025
Q1 		$4.7M Sell
64,622
-1,497
-2% -$118K 2.38% 21
2024
Q4 		$4.78M Buy
66,119
+89
+0.1% +$6.75K 2.33% 19
2024
Q3 		$5.39M Sell
66,030
-2,720
-4% -$236K 2.59% 19
2024
Q2 		$7.32M Sell
68,750
-2,000
-3% -$192K 3.66% 4
2024
Q1 		$6.87M Sell
70,750
-3,060
-4% -$269K 3.4% 9
2023
Q4 		$5.78M Sell
73,810
-530
-0.7% -$36.1K 3.05% 12
2023
Q3 		$4.66M Sell
74,340
-900
-1% -$59.1K 2.72% 20
2023
Q2 		$4.84M Buy
75,240
+430
+0.6% +$24.2K 2.7% 19
2023
Q1 		$3.97M Buy
74,810
+1,830
+3% +$89.8K 2.4% 23
2022
Q4 		$3.07M Sell
72,980
-440
-0.6% -$18.4K 1.92% 25
2022
Q3 		$2.69M Buy
73,420
+1,070
+1% +$47.6K 1.86% 26
2022
Q2 		$3.08M Sell
72,350
-180
-0.2% -$8.57K 1.88% 27
2022
Q1 		$3.9M Buy
72,530
+120
+0.2% +$6.99K 2.17% 23
2021
Q4 		$5.21M Buy
72,410
+1,140
+2% +$71.5K 2.51% 19
2021
Q3 		$4.06M Buy
+71,270
New +$4.34M 2.12% 25

Other funds holding LRCX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Marshall & Sullivan's LRCX Position: Q3 2025 in Review

Marshall & Sullivan reduced its Lam Research (LRCX) stake by 4.8% in Q3 2025, selling an estimated $329K and leaving 62,111 shares worth $8.32M. The position accounts for 3.86% of the portfolio, ranked #5.

Marshall & Sullivan first reported a position in LRCX in Q3 2021 and has held it in 17 quarters since. 2,108 funds tracked by Wall St. Rank hold LRCX as of Q3 2025.

  • Marshall & Sullivan held 62,111 shares of Lam Research worth $8.32M as of Q3 2025.
  • Marshall & Sullivan sold 3,108 Lam Research shares in Q3 2025, an estimated $329K.
  • Lam Research made up 3.86% of Marshall & Sullivan's portfolio in Q3 2025, its #5 holding.
  • Marshall & Sullivan first reported a position in Lam Research in Q3 2021 and has held it in 17 quarters since.
  • 2,108 funds tracked by Wall St. Rank held Lam Research as of Q3 2025.

Based on Marshall & Sullivan's 13F filing for Q3 2025, filed 15 Oct 2025.