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Paragon Advisors’s Lam Research LRCX Stock Holding History

Paragon Advisors’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 		$7.71M Buy
23,459
+2,345
+11% +$732K 1.42% 15
2026
Q2 		$9.15M Buy
21,114
+3,900
+23% +$1.18M 1.92% 12
2026
Q1 		$3.68M Buy
+17,214
New +$3.85M 0.99% 31
2025
Q2 		– Sell
-28,645
Closed -$2.08M – 86
2025
Q1 		$2.08M Sell
28,645
-4,725
-14% -$372K 0.79% 37
2024
Q4 		$2.41M Buy
33,370
+11,150
+50% +$846K 0.83% 36
2024
Q3 		$1.81M Buy
22,220
+390
+2% +$33.9K 0.59% 50
2024
Q2 		$2.32M Buy
21,830
+50
+0.2% +$4.8K 0.85% 35
2024
Q1 		$2.12M Buy
21,780
+5,700
+35% +$501K 0.85% 37
2023
Q4 		$1.26M Buy
16,080
+7,890
+96% +$538K 0.53% 56
2023
Q3 		$513K Sell
8,190
-2,780
-25% -$183K 0.21% 88
2023
Q2 		$705K Sell
10,970
-15,630
-59% -$881K 0.23% 87
2023
Q1 		$1.41M Sell
26,600
-82,400
-76% -$4.04M 0.47% 50
2022
Q4 		$4.58M Buy
+109,000
New +$4.56M 2.02% 13

Other funds holding LRCX

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Paragon Advisors's LRCX Position: Q3 2026 in Review

Paragon Advisors increased its Lam Research (LRCX) stake by 11% in Q3 2026, buying an estimated $732K and bringing the position to 23,459 shares worth $7.71M. The position accounts for 1.42% of the portfolio, ranked #15.

Paragon Advisors first reported a position in LRCX in Q4 2022 and has held it in 13 quarters since. The position peaked at $9.15M in Q2 2026. 1,983 funds tracked by Wall St. Rank hold LRCX as of Q3 2026.

  • Paragon Advisors held 23,459 shares of Lam Research worth $7.71M as of Q3 2026.
  • Paragon Advisors bought 2,345 Lam Research shares in Q3 2026, an estimated $732K.
  • Lam Research made up 1.42% of Paragon Advisors's portfolio in Q3 2026, its #15 holding.
  • Paragon Advisors first reported a position in Lam Research in Q4 2022 and has held it in 13 quarters since.
  • Paragon Advisors's Lam Research position peaked at $9.15M in Q2 2026.
  • 1,983 funds tracked by Wall St. Rank held Lam Research as of Q3 2026.

Based on Paragon Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.