REX Advisers’s Lam Research LRCX Stock Holding History

REX Advisers’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	–	Sell	-9,400	Closed	-$335K	–	70
2026 Q2	$335K	Buy	+9,400	New	+$2.85M	0.76%	25

Other funds holding LRCX

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return

YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

REX Advisers's LRCX Position: Q3 2026 in Review

REX Advisers sold out of Lam Research (LRCX) in Q3 2026, closing a stake of 4,700 shares — an estimated $2.04M sold.

REX Advisers first reported a position in LRCX in Q2 2026 and held it in 1 quarter. The position peaked at $2.04M in Q2 2026. 113 funds tracked by Wall St. Rank hold LRCX as of Q3 2026.

REX Advisers reported no remaining Lam Research position as of Q3 2026 after selling out during the quarter.
REX Advisers sold 4,700 Lam Research shares in Q3 2026, an estimated $2.04M.
REX Advisers first reported a position in Lam Research in Q2 2026 and held it in 1 quarter.
REX Advisers's Lam Research position peaked at $2.04M in Q2 2026.
113 funds tracked by Wall St. Rank held Lam Research as of Q3 2026.

Based on REX Advisers's 13F filing for Q3 2026, filed 8 Oct 2026.