Seek First
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Seek First’s Lam Research LRCX Stock Holding History

Seek First’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 		$3.03M Hold
9,222
– – 1.95% 11
2026
Q2 		$4M Buy
9,222
+9
+0.1% +$2.73K 2.52% 10
2026
Q1 		$1.97M Buy
9,213
+12
+0.1% +$2.68K 1.39% 12
2025
Q4 		$1.58M Sell
9,201
-165
-2% -$25.7K 1.09% 19
2025
Q3 		$1.25M Buy
9,366
+20
+0.2% +$2.12K 0.9% 22
2025
Q2 		$910K Buy
9,346
+33
+0.4% +$2.62K 0.74% 24
2025
Q1 		$677K Buy
+9,313
New +$733K 0.6% 28

Other funds holding LRCX

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Seek First's LRCX Position: Q3 2026 in Review

Seek First held its Lam Research (LRCX) position steady in Q3 2026 at 9,222 shares worth $3.03M. The position accounts for 1.95% of the portfolio, ranked #11.

Seek First first reported a position in LRCX in Q1 2025 and has held it in 7 quarters since. The position peaked at $4M in Q2 2026. 1,215 funds tracked by Wall St. Rank hold LRCX as of Q3 2026.

  • Seek First held 9,222 shares of Lam Research worth $3.03M as of Q3 2026.
  • Seek First left its Lam Research share count unchanged in Q3 2026.
  • Lam Research made up 1.95% of Seek First's portfolio in Q3 2026, its #11 holding.
  • Seek First first reported a position in Lam Research in Q1 2025 and has held it in 7 quarters since.
  • Seek First's Lam Research position peaked at $4M in Q2 2026.
  • 1,215 funds tracked by Wall St. Rank held Lam Research as of Q3 2026.

Based on Seek First's 13F filing for Q3 2026, filed 27 Oct 2026.