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Polaris Financial Partners’s Lam Research LRCX Stock Holding History

Polaris Financial 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 		$4.81M Buy
+14,768
New +$4.61M 2.15% 11

Other funds holding LRCX

CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
SCP
Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return
MSRI
Michael S. Ryan Inc Latham, New York $198M AUM 15.97% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
RF
Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return
BFS
Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

Polaris Financial Partners's LRCX Position: Q3 2026 in Review

Polaris Financial Partners opened a new position in Lam Research (LRCX) in Q3 2026: 14,768 shares worth $4.81M. The stake represents 2.15% of the portfolio and ranks #11 among its holdings.

14 funds tracked by Wall St. Rank hold LRCX as of Q3 2026.

  • Polaris Financial Partners held 14,768 shares of Lam Research worth $4.81M as of Q3 2026.
  • Lam Research was a new Polaris Financial Partners position in Q3 2026.
  • Lam Research made up 2.15% of Polaris Financial Partners's portfolio in Q3 2026, its #11 holding.
  • 14 funds tracked by Wall St. Rank held Lam Research as of Q3 2026.

Based on Polaris Financial Partners's 13F filing for Q3 2026, filed 2 Oct 2026.