Root Financial Partners’s Lam Research LRCX Stock Holding History

Root 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	$2.48M	Buy	7,537 +534	+8%	+$167K	0.08%	72
2026 Q2	$3.03M	Buy	7,003 +127	+2%	+$38.6K	0.12%	54
2026 Q1	$1.47M	Sell	6,876 -861	-11%	-$193K	0.07%	80
2025 Q4	$1.32M	Buy	7,737 +66	+0.9%	+$10.3K	0.07%	77
2025 Q3	$1.03M	Sell	7,671 -165	-2%	-$17.5K	0.06%	84
2025 Q2	$763K	Buy	7,836 +365	+5%	+$28.9K	0.07%	88
2025 Q1	$543K	Sell	7,471 -3,837	-34%	-$302K	0.06%	107
2024 Q4	$817K	Buy	+11,308	New	+$858K	0.1%	77

Other funds holding LRCX

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

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

Root Financial Partners increased its Lam Research (LRCX) stake by 7.6% in Q3 2026, buying an estimated $167K and bringing the position to 7,537 shares worth $2.48M. The position accounts for 0.08% of the portfolio, ranked #72.

Root Financial Partners first reported a position in LRCX in Q4 2024 and has held it in 8 quarters since. The position peaked at $3.03M in Q2 2026. 1,221 funds tracked by Wall St. Rank hold LRCX as of Q3 2026.

Root Financial Partners held 7,537 shares of Lam Research worth $2.48M as of Q3 2026.
Root Financial Partners bought 534 Lam Research shares in Q3 2026, an estimated $167K.
Lam Research made up 0.08% of Root Financial Partners's portfolio in Q3 2026, its #72 holding.
Root Financial Partners first reported a position in Lam Research in Q4 2024 and has held it in 8 quarters since.
Root Financial Partners's Lam Research position peaked at $3.03M in Q2 2026.
1,221 funds tracked by Wall St. Rank held Lam Research as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.