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Montecito Bank & Trust’s Lam Research LRCX Stock Holding History

Montecito Bank & Trust’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 		$1.85M Sell
5,625
-161
-3% -$50.3K 0.28% 80
2026
Q2 		$2.51M Sell
5,786
-489
-8% -$148K 0.38% 62
2026
Q1 		$1.34M Sell
6,275
-843
-12% -$188K 0.22% 104
2025
Q4 		$1.22M Sell
7,118
-3,734
-34% -$581K 0.19% 117
2025
Q3 		$1.45M Buy
+10,852
New +$1.15M 0.23% 101
2025
Q1 		$712K Buy
+9,791
New +$771K 0.13% 164
2024
Q4 		– Sell
-9,310
Closed -$760K – 279
2024
Q3 		$760K Buy
9,310
+4,860
+109% +$423K 0.13% 157
2024
Q2 		$474K Buy
4,450
+1,190
+37% +$114K 0.1% 187
2024
Q1 		$317K Buy
+3,260
New +$287K 0.06% 224

Other funds holding LRCX

VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
PFP
Polaris Financial Partners Westerville, Ohio $223M AUM
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
SCP
Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return
MSRI
Michael S. Ryan Inc Latham, New York $198M AUM 15.97% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
RF
Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return

Montecito Bank & Trust's LRCX Position: Q3 2026 in Review

Montecito Bank & Trust reduced its Lam Research (LRCX) stake by 2.8% in Q3 2026, selling an estimated $50.3K and leaving 5,625 shares worth $1.85M. The position accounts for 0.28% of the portfolio, ranked #80.

Montecito Bank & Trust first reported a position in LRCX in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.51M in Q2 2026. 16 funds tracked by Wall St. Rank hold LRCX as of Q3 2026.

  • Montecito Bank & Trust held 5,625 shares of Lam Research worth $1.85M as of Q3 2026.
  • Montecito Bank & Trust sold 161 Lam Research shares in Q3 2026, an estimated $50.3K.
  • Lam Research made up 0.28% of Montecito Bank & Trust's portfolio in Q3 2026, its #80 holding.
  • Montecito Bank & Trust first reported a position in Lam Research in Q1 2024 and has held it in 9 quarters since.
  • Montecito Bank & Trust's Lam Research position peaked at $2.51M in Q2 2026.
  • 16 funds tracked by Wall St. Rank held Lam Research as of Q3 2026.

Based on Montecito Bank & Trust's 13F filing for Q3 2026, filed 1 Oct 2026.