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Silverleafe Capital Partners’s Lam Research LRCX Stock Holding History

Silverleafe Capital 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 		$1.69M Buy
5,132
+825
+19% +$258K 0.48% 36
2026
Q2 		$1.87M Buy
4,307
+806
+23% +$245K 0.51% 38
2026
Q1 		$748K Buy
+3,501
New +$783K 0.22% 52
2020
Q4 		– Sell
-610
Closed -$20K – 75
2020
Q3 		$20K Buy
+610
New +$21K 0.01% 64

Other funds holding LRCX

VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
PFP
Polaris Financial Partners Westerville, Ohio $223M AUM
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
MSRI
Michael S. Ryan Inc Latham, New York $198M AUM 15.97% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
RF
Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return

Silverleafe Capital Partners's LRCX Position: Q3 2026 in Review

Silverleafe Capital Partners increased its Lam Research (LRCX) stake by 19% in Q3 2026, buying an estimated $258K and bringing the position to 5,132 shares worth $1.69M. The position accounts for 0.48% of the portfolio, ranked #36.

Silverleafe Capital Partners first reported a position in LRCX in Q3 2020 and has held it in 4 quarters since. The position peaked at $1.87M in Q2 2026. 16 funds tracked by Wall St. Rank hold LRCX as of Q3 2026.

  • Silverleafe Capital Partners held 5,132 shares of Lam Research worth $1.69M as of Q3 2026.
  • Silverleafe Capital Partners bought 825 Lam Research shares in Q3 2026, an estimated $258K.
  • Lam Research made up 0.48% of Silverleafe Capital Partners's portfolio in Q3 2026, its #36 holding.
  • Silverleafe Capital Partners first reported a position in Lam Research in Q3 2020 and has held it in 4 quarters since.
  • Silverleafe Capital Partners's Lam Research position peaked at $1.87M in Q2 2026.
  • 16 funds tracked by Wall St. Rank held Lam Research as of Q3 2026.

Based on Silverleafe Capital Partners's 13F filing for Q3 2026, filed 2 Oct 2026.