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Matthew Hamilton Rosenberg’s Lam Research LRCX Stock Holding History

Matthew Hamilton Rosenberg’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 		$394K Buy
1,198
+259
+28% +$80.9K 0.07% 135
2026
Q2 		$407K Hold
939
– – 0.08% 127
2026
Q1 		$201K Hold
939
– – 0.04% 213
2025
Q4 		$161K Buy
939
+70
+8% +$10.9K 0.03% 246
2025
Q3 		$116K Hold
869
– – 0.03% 300
2025
Q2 		$84.6K Buy
869
+120
+16% +$9.5K 0.02% 364
2025
Q1 		$54.5K Buy
749
+129
+21% +$10.2K 0.01% 412
2024
Q4 		$44.8K Hold
620
– – 0.01% 437
2024
Q3 		$50.6K Hold
620
– – 0.01% 424
2024
Q2 		$65.8K Buy
620
+120
+24% +$11.5K 0.02% 375
2024
Q1 		$49.1K Sell
500
-100
-17% -$8.8K 0.01% 436
2023
Q4 		$47K Buy
600
+100
+20% +$6.82K 0.01% 439
2023
Q3 		$31.3K Hold
500
– – 0.01% 477
2023
Q2 		$32.1K Sell
500
-440
-47% -$24.8K 0.01% 487
2023
Q1 		$49.8K Hold
940
– – 0.02% 463
2022
Q4 		$39.5K Hold
940
– – 0.01% 516
2022
Q3 		$34K Sell
940
-190
-17% -$8.46K 0.01% 521
2022
Q2 		$45K Hold
1,130
– – 0.02% 482
2022
Q1 		$61K Hold
1,130
– – 0.02% 413
2021
Q4 		$81K Buy
1,130
+220
+24% +$13.8K 0.03% 340
2021
Q3 		$52K Buy
910
+440
+94% +$26.8K 0.02% 385
2021
Q2 		$31K Hold
470
– – 0.02% 429
2021
Q1 		$28K Hold
470
– – 0.02% 407
2020
Q4 		$22K Hold
470
– – 0.01% 418
2020
Q3 		$16K Hold
470
– – 0.01% 420
2020
Q2 		$15K Buy
+470
New +$12.8K 0.01% 445

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

Matthew Hamilton Rosenberg's LRCX Position: Q3 2026 in Review

Matthew Hamilton Rosenberg increased its Lam Research (LRCX) stake by 28% in Q3 2026, buying an estimated $80.9K and bringing the position to 1,198 shares worth $394K. The position accounts for 0.07% of the portfolio, ranked #135.

Matthew Hamilton Rosenberg first reported a position in LRCX in Q2 2020 and has held it in 26 quarters since. The position peaked at $407K in Q2 2026. 1,241 funds tracked by Wall St. Rank hold LRCX as of Q3 2026.

  • Matthew Hamilton Rosenberg held 1,198 shares of Lam Research worth $394K as of Q3 2026.
  • Matthew Hamilton Rosenberg bought 259 Lam Research shares in Q3 2026, an estimated $80.9K.
  • Lam Research made up 0.07% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #135 holding.
  • Matthew Hamilton Rosenberg first reported a position in Lam Research in Q2 2020 and has held it in 26 quarters since.
  • Matthew Hamilton Rosenberg's Lam Research position peaked at $407K in Q2 2026.
  • 1,241 funds tracked by Wall St. Rank held Lam Research as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.