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North Point Portfolio Managers’s Lam Research LRCX Stock Holding History

North Point Portfolio Managers’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 		$158K Hold
480
– – 0.03% 84
2026
Q2 		$208K Buy
+480
New +$146K 0.03% 78

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

North Point Portfolio Managers's LRCX Position: Q3 2026 in Review

North Point Portfolio Managers held its Lam Research (LRCX) position steady in Q3 2026 at 480 shares worth $158K. The position accounts for 0.03% of the portfolio, ranked #84.

North Point Portfolio Managers first reported a position in LRCX in Q2 2026 and has held it in 2 quarters since. The position peaked at $208K in Q2 2026. 144 funds tracked by Wall St. Rank hold LRCX as of Q3 2026.

  • North Point Portfolio Managers held 480 shares of Lam Research worth $158K as of Q3 2026.
  • North Point Portfolio Managers left its Lam Research share count unchanged in Q3 2026.
  • Lam Research made up 0.03% of North Point Portfolio Managers's portfolio in Q3 2026, its #84 holding.
  • North Point Portfolio Managers first reported a position in Lam Research in Q2 2026 and has held it in 2 quarters since.
  • North Point Portfolio Managers's Lam Research position peaked at $208K in Q2 2026.
  • 144 funds tracked by Wall St. Rank held Lam Research as of Q3 2026.

Based on North Point Portfolio Managers's 13F filing for Q3 2026, filed 7 Oct 2026.