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MJT & Associates Financial Advisory’s Lam Research LRCX Stock Holding History

MJT & Associates Financial Advisory’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 		$19.7K Sell
60
-190
-76% -$59.3K 0.01% 120
2026
Q2 		$108K Hold
250
– – 0.07% 65
2026
Q1 		$53.4K Hold
250
– – 0.04% 77
2025
Q4 		$42.8K Hold
250
– – 0.03% 88
2025
Q3 		$33.5K Hold
250
– – 0.03% 100
2025
Q2 		$24.3K Hold
250
– – 0.03% 134
2025
Q1 		$18.2K Buy
+250
New +$19.7K 0.02% 155

Other funds holding LRCX

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
CBT
Central Bank & Trust Lexington, Kentucky $701M AUM 26.18% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

MJT & Associates Financial Advisory's LRCX Position: Q3 2026 in Review

MJT & Associates Financial Advisory reduced its Lam Research (LRCX) stake by 76% in Q3 2026, selling an estimated $59.3K and leaving 60 shares worth $19.7K. The position accounts for 0.01% of the portfolio, ranked #120.

MJT & Associates Financial Advisory first reported a position in LRCX in Q1 2025 and has held it in 7 quarters since. The position peaked at $108K in Q2 2026. 129 funds tracked by Wall St. Rank hold LRCX as of Q3 2026.

  • MJT & Associates Financial Advisory held 60 shares of Lam Research worth $19.7K as of Q3 2026.
  • MJT & Associates Financial Advisory sold 190 Lam Research shares in Q3 2026, an estimated $59.3K.
  • Lam Research made up 0.01% of MJT & Associates Financial Advisory's portfolio in Q3 2026, its #120 holding.
  • MJT & Associates Financial Advisory first reported a position in Lam Research in Q1 2025 and has held it in 7 quarters since.
  • MJT & Associates Financial Advisory's Lam Research position peaked at $108K in Q2 2026.
  • 129 funds tracked by Wall St. Rank held Lam Research as of Q3 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2026, filed 7 Oct 2026.