Procyon Advisors
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Procyon Advisors’s Lam Research LRCX Stock Holding History

Procyon 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 		$11.4M Buy
34,566
+4,553
+15% +$1.42M 0.48% 46
2026
Q2 		$13M Buy
30,013
+3,198
+12% +$971K 0.56% 40
2026
Q1 		$5.73M Buy
26,815
+1,197
+5% +$268K 0.28% 82
2025
Q4 		$4.39M Buy
25,618
+11,348
+80% +$1.76M 0.22% 99
2025
Q3 		$1.91M Buy
14,270
+2,343
+20% +$248K 0.11% 153
2025
Q2 		$1.16M Sell
11,927
-5,232
-30% -$415K 0.11% 173
2025
Q1 		$1.25M Buy
17,159
+2,052
+14% +$162K 0.08% 236
2024
Q4 		$1.09M Buy
15,107
+267
+2% +$20.3K 0.07% 229
2024
Q3 		$1.22M Sell
14,840
-610
-4% -$53K 0.08% 215
2024
Q2 		$1.64M Sell
15,450
-4,290
-22% -$411K 0.12% 169
2024
Q1 		$1.92M Sell
19,740
-600
-3% -$52.8K 0.15% 155
2023
Q4 		$1.59M Sell
20,340
-1,580
-7% -$108K 0.14% 164
2023
Q3 		$1.37M Buy
21,920
+910
+4% +$59.8K 0.14% 163
2023
Q2 		$1.35M Buy
21,010
+1,680
+9% +$94.7K 0.17% 137
2023
Q1 		$1.02M Buy
19,330
+2,880
+18% +$141K 0.17% 131
2022
Q4 		$691K Buy
16,450
+760
+5% +$31.8K 0.13% 165
2022
Q3 		$574K Buy
15,690
+1,540
+11% +$68.6K 0.14% 145
2022
Q2 		$603K Sell
14,150
-750
-5% -$35.7K 0.13% 154
2022
Q1 		$801K Sell
14,900
-350
-2% -$20.4K 0.17% 126
2021
Q4 		$1.1M Sell
15,250
-70
-0.5% -$4.39K 0.23% 95
2021
Q3 		$872K Buy
15,320
+730
+5% +$44.4K 0.22% 104
2021
Q2 		$949K Buy
14,590
+230
+2% +$14.5K 0.26% 85
2021
Q1 		$855K Buy
14,360
+20
+0.1% +$1.09K 0.38% 70
2020
Q4 		$677K Buy
14,340
+2,350
+20% +$98.9K 0.33% 78
2020
Q3 		$398K Sell
11,990
-610
-5% -$21K 0.22% 107
2020
Q2 		$408K Buy
12,600
+80
+0.6% +$2.18K 0.22% 98
2020
Q1 		$300K Sell
12,520
-2,830
-18% -$81.5K 0.2% 104
2019
Q4 		$449K Buy
+15,350
New +$408K 0.27% 84

Other funds holding LRCX

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Procyon Advisors's LRCX Position: Q3 2026 in Review

Procyon Advisors increased its Lam Research (LRCX) stake by 15% in Q3 2026, buying an estimated $1.42M and bringing the position to 34,566 shares worth $11.4M. The position accounts for 0.48% of the portfolio, ranked #46.

Procyon Advisors first reported a position in LRCX in Q4 2019 and has held it in 28 quarters since. The position peaked at $13M in Q2 2026. 1,833 funds tracked by Wall St. Rank hold LRCX as of Q3 2026.

  • Procyon Advisors held 34,566 shares of Lam Research worth $11.4M as of Q3 2026.
  • Procyon Advisors bought 4,553 Lam Research shares in Q3 2026, an estimated $1.42M.
  • Lam Research made up 0.48% of Procyon Advisors's portfolio in Q3 2026, its #46 holding.
  • Procyon Advisors first reported a position in Lam Research in Q4 2019 and has held it in 28 quarters since.
  • Procyon Advisors's Lam Research position peaked at $13M in Q2 2026.
  • 1,833 funds tracked by Wall St. Rank held Lam Research as of Q3 2026.

Based on Procyon Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.