Perigon Wealth Management
LRCX icon

Perigon Wealth Management’s Lam Research LRCX Stock Holding History

Perigon Wealth Management’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 		$12.7M Sell
38,755
-4,477
-10% -$1.4M 0.2% 95
2026
Q2 		$18.7M Buy
43,232
+345
+0.8% +$105K 0.29% 69
2026
Q1 		$9.16M Sell
42,887
-1,479
-3% -$331K 0.17% 128
2025
Q4 		$7.59M Sell
44,366
-655
-1% -$102K 0.14% 141
2025
Q3 		$6.03M Buy
45,021
+2,432
+6% +$258K 0.12% 167
2025
Q2 		$4.15M Buy
42,589
+723
+2% +$57.3K 0.1% 209
2025
Q1 		$3.04M Buy
41,866
+1,055
+3% +$83.1K 0.08% 247
2024
Q4 		$3.23M Buy
40,811
+1,841
+5% +$140K 0.08% 231
2024
Q3 		$3.18M Sell
38,970
-3,570
-8% -$310K 0.08% 219
2024
Q2 		$4.53M Buy
42,540
+640
+2% +$61.4K 0.13% 148
2024
Q1 		$4.07M Sell
41,900
-8,190
-16% -$720K 0.12% 162
2023
Q4 		$3.92M Buy
50,090
+930
+2% +$63.4K 0.13% 154
2023
Q3 		$3.08M Sell
49,160
-160
-0.3% -$10.5K 0.12% 158
2023
Q2 		$3.17M Buy
49,320
+6,770
+16% +$382K 0.12% 158
2023
Q1 		$2.26M Sell
42,550
-240
-0.6% -$11.8K 0.13% 168
2022
Q4 		$1.8M Buy
42,790
+14,440
+51% +$604K 0.11% 187
2022
Q3 		$1.04M Sell
28,350
-22,680
-44% -$1.01M 0.09% 200
2022
Q2 		$2.18M Buy
51,030
+5,490
+12% +$261K 0.18% 117
2022
Q1 		$2.45M Buy
45,540
+13,980
+44% +$814K 0.17% 118
2021
Q4 		$2.27M Buy
31,560
+4,750
+18% +$298K 0.16% 118
2021
Q3 		$1.53M Sell
26,810
-1,770
-6% -$108K 0.13% 145
2021
Q2 		$1.86M Buy
28,580
+6,080
+27% +$384K 0.17% 119
2021
Q1 		$1.34M Buy
22,500
+5,820
+35% +$317K 0.14% 144
2020
Q4 		$788K Buy
16,680
+2,570
+18% +$108K 0.09% 178
2020
Q3 		$468K Buy
14,110
+830
+6% +$28.6K 0.07% 236
2020
Q2 		$430K Buy
+13,280
New +$362K 0.07% 210

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

Perigon Wealth Management's LRCX Position: Q3 2026 in Review

Perigon Wealth Management reduced its Lam Research (LRCX) stake by 10% in Q3 2026, selling an estimated $1.4M and leaving 38,755 shares worth $12.7M. The position accounts for 0.2% of the portfolio, ranked #95.

Perigon Wealth Management first reported a position in LRCX in Q2 2020 and has held it in 26 quarters since. The position peaked at $18.7M in Q2 2026. 871 funds tracked by Wall St. Rank hold LRCX as of Q3 2026.

  • Perigon Wealth Management held 38,755 shares of Lam Research worth $12.7M as of Q3 2026.
  • Perigon Wealth Management sold 4,477 Lam Research shares in Q3 2026, an estimated $1.4M.
  • Lam Research made up 0.2% of Perigon Wealth Management's portfolio in Q3 2026, its #95 holding.
  • Perigon Wealth Management first reported a position in Lam Research in Q2 2020 and has held it in 26 quarters since.
  • Perigon Wealth Management's Lam Research position peaked at $18.7M in Q2 2026.
  • 871 funds tracked by Wall St. Rank held Lam Research as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.