Roxbury Financial
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Roxbury Financial’s Lam Research LRCX Stock Holding History

Roxbury Financial’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 		$165K Buy
503
+1
+0.2% +$312 0.13% 110
2026
Q2 		$218K Sell
502
-5
-1% -$1.52K 0.17% 100
2026
Q1 		$108K Sell
507
-13
-3% -$2.91K 0.1% 133
2025
Q4 		$89.1K Hold
520
– – 0.08% 134
2025
Q3 		$69.6K Buy
520
+1
+0.2% +$106 0.06% 152
2025
Q2 		$50.5K Sell
519
-1
-0.2% -$79 0.05% 168
2025
Q1 		$39.9K Buy
520
+2
+0.4% +$157 0.04% 184
2024
Q4 		$38.3K Buy
+518
New +$39.3K 0.04% 184

Other funds holding LRCX

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Roxbury Financial's LRCX Position: Q3 2026 in Review

Roxbury Financial increased its Lam Research (LRCX) stake by 0.2% in Q3 2026, buying an estimated $312 and bringing the position to 503 shares worth $165K. The position accounts for 0.13% of the portfolio, ranked #110.

Roxbury Financial first reported a position in LRCX in Q4 2024 and has held it in 8 quarters since. The position peaked at $218K in Q2 2026. 2,274 funds tracked by Wall St. Rank hold LRCX as of Q3 2026.

  • Roxbury Financial held 503 shares of Lam Research worth $165K as of Q3 2026.
  • Roxbury Financial bought 1 Lam Research share in Q3 2026, an estimated $312.
  • Lam Research made up 0.13% of Roxbury Financial's portfolio in Q3 2026, its #110 holding.
  • Roxbury Financial first reported a position in Lam Research in Q4 2024 and has held it in 8 quarters since.
  • Roxbury Financial's Lam Research position peaked at $218K in Q2 2026.
  • 2,274 funds tracked by Wall St. Rank held Lam Research as of Q3 2026.

Based on Roxbury Financial's 13F filing for Q3 2026, filed 1 Oct 2026.