Pacifica Partners
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Pacifica Partners’s Lam Research LRCX Stock Holding History

Pacifica Partners’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 		$15M Sell
43,989
-229
-0.5% -$71.5K 4.5% 4
2026
Q2 		$15.6M Sell
44,218
-1,694
-4% -$514K 4.69% 4
2026
Q1 		$9.8M Sell
45,912
-5,419
-11% -$1.21M 3.26% 5
2025
Q4 		$9.5M Sell
51,331
-1,602
-3% -$249K 4.22% 3
2025
Q3 		$7.56M Sell
52,933
-494
-0.9% -$52.3K 2.7% 7
2025
Q2 		$5.19M Buy
53,427
+97
+0.2% +$7.69K 2.11% 14
2025
Q1 		$3.48M Sell
53,330
-685
-1% -$53.9K 1.59% 24
2024
Q4 		$3.91M Buy
54,015
+9,785
+22% +$742K 1.69% 18
2024
Q3 		$3.61M Sell
44,230
-620
-1% -$53.9K 1.49% 24
2024
Q2 		$4.85M Sell
44,850
-690
-2% -$66.2K 2.08% 12
2024
Q1 		$4.42M Sell
45,540
-3,060
-6% -$269K 1.96% 14
2023
Q4 		$3.39M Buy
48,600
+30
+0.1% +$2.04K 1.67% 18
2023
Q3 		$3.04M Sell
48,570
-3,060
-6% -$201K 1.65% 20
2023
Q2 		$3.25M Buy
51,630
+510
+1% +$28.7K 1.84% 16
2023
Q1 		$2.51M Sell
51,120
-210
-0.4% -$10.3K 1.51% 23
2022
Q4 		$2.08M Sell
51,330
-1,540
-3% -$64.4K 1.41% 27
2022
Q3 		$2.18M Sell
52,870
-110
-0.2% -$4.9K 1.58% 22
2022
Q2 		$2.36M Buy
52,980
+2,920
+6% +$139K 1.63% 21
2022
Q1 		$2.77M Buy
50,060
+12,230
+32% +$712K 1.8% 17
2021
Q4 		$2.54M Buy
37,830
+1,280
+4% +$80.2K 1.66% 18
2021
Q3 		$2.24M Buy
+36,550
New +$2.22M 1.63% 19
2020
Q1 		– Sell
-18,250
Closed -$534K – 384
2019
Q4 		$534K Buy
+18,250
New +$485K 0.52% 48

Other funds holding LRCX

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 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
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Montrusco Bolton Investments
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Pacifica Partners's LRCX Position: Q3 2026 in Review

Pacifica Partners reduced its Lam Research (LRCX) stake by 0.52% in Q3 2026, selling an estimated $71.5K and leaving 43,989 shares worth $15M. The position accounts for 4.5% of the portfolio, ranked #4.

Pacifica Partners first reported a position in LRCX in Q4 2019 and has held it in 22 quarters since. The position peaked at $15.6M in Q2 2026. 871 funds tracked by Wall St. Rank hold LRCX as of Q3 2026.

  • Pacifica Partners held 43,989 shares of Lam Research worth $15M as of Q3 2026.
  • Pacifica Partners sold 229 Lam Research shares in Q3 2026, an estimated $71.5K.
  • Lam Research made up 4.5% of Pacifica Partners's portfolio in Q3 2026, its #4 holding.
  • Pacifica Partners first reported a position in Lam Research in Q4 2019 and has held it in 22 quarters since.
  • Pacifica Partners's Lam Research position peaked at $15.6M in Q2 2026.
  • 871 funds tracked by Wall St. Rank held Lam Research as of Q3 2026.

Based on Pacifica Partners's 13F filing for Q3 2026, filed 9 Oct 2026.