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Park Square Financial Group’s Lam Research LRCX Stock Holding History

Park Square Financial Group’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
2025
Q3 		– Sell
-1,582
Closed -$154K – 666
2025
Q2 		$154K Buy
1,582
+393
+33% +$31.2K 0.11% 137
2025
Q1 		$86.4K Buy
1,189
+766
+181% +$60.3K 0.07% 193
2024
Q4 		$30.6K Buy
+423
New +$32.1K 0.02% 350

Other funds holding LRCX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Park Square Financial Group's LRCX Position: Q3 2025 in Review

Park Square Financial Group sold out of Lam Research (LRCX) in Q3 2025, closing a stake of 1,582 shares — an estimated $154K sold.

Park Square Financial Group first reported a position in LRCX in Q4 2024 and held it in 3 quarters. The position peaked at $154K in Q2 2025. 2,107 funds tracked by Wall St. Rank hold LRCX as of Q3 2025.

  • Park Square Financial Group reported no remaining Lam Research position as of Q3 2025 after selling out during the quarter.
  • Park Square Financial Group sold 1,582 Lam Research shares in Q3 2025, an estimated $154K.
  • Park Square Financial Group first reported a position in Lam Research in Q4 2024 and held it in 3 quarters.
  • Park Square Financial Group's Lam Research position peaked at $154K in Q2 2025.
  • 2,107 funds tracked by Wall St. Rank held Lam Research as of Q3 2025.

Based on Park Square Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.