Sather Financial Group’s Lam Research LRCX Stock Holding History

Sather Financial Group’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
2025 Q3	–	Sell	-5,043	Closed	-$491K	–	118
2025 Q2	$491K	Buy	5,043 +673	+15%	+$53.4K	0.03%	69
2025 Q1	$318K	Hold	4,370	–	–	0.02%	72
2024 Q4	$316K	Hold	4,370	–	–	0.02%	71
2024 Q3	$357K	Sell	4,370 -320	-7%	-$27.8K	0.02%	64
2024 Q2	$499K	Hold	4,690	–	–	0.03%	52
2024 Q1	$456K	Sell	4,690 -180	-4%	-$15.8K	0.03%	60
2023 Q4	$381K	Hold	4,870	–	–	0.03%	62
2023 Q3	$305K	Hold	4,870	–	–	0.03%	73
2023 Q2	$313K	Hold	4,870	–	–	0.03%	76
2023 Q1	$258K	Sell	4,870 -460	-9%	-$22.6K	0.02%	84
2022 Q4	$224K	Buy	+5,330	New	+$223K	0.02%	100
2022 Q2	–	Sell	-4,380	Closed	-$235K	–	93
2022 Q1	$235K	Hold	4,380	–	–	0.02%	87
2021 Q4	$315K	Hold	4,380	–	–	0.03%	61
2021 Q3	$249K	Buy	+4,380	New	+$266K	0.03%	74

Other funds holding LRCX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sather Financial Group's LRCX Position: Q3 2025 in Review

Sather Financial Group sold out of Lam Research (LRCX) in Q3 2025, closing a stake of 5,043 shares — an estimated $491K sold.

Sather Financial Group first reported a position in LRCX in Q3 2021 and held it in 14 quarters. The position peaked at $499K in Q2 2024. 2,107 funds tracked by Wall St. Rank hold LRCX as of Q3 2025.

Sather Financial Group reported no remaining Lam Research position as of Q3 2025 after selling out during the quarter.
Sather Financial Group sold 5,043 Lam Research shares in Q3 2025, an estimated $491K.
Sather Financial Group first reported a position in Lam Research in Q3 2021 and held it in 14 quarters.
Sather Financial Group's Lam Research position peaked at $499K in Q2 2024.
2,107 funds tracked by Wall St. Rank held Lam Research as of Q3 2025.

Based on Sather Financial Group's 13F filing for Q3 2025, filed 22 Oct 2025.