Sitrin Capital Management
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Sitrin Capital Management’s Lam Research LRCX Stock Holding History

Sitrin Capital Management’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 		$8.83M Sell
26,859
-153
-0.6% -$47.8K 3.98% 4
2026
Q2 		$11.7M Sell
27,012
-17,520
-39% -$5.32M 5.19% 2
2026
Q1 		$9.5M Sell
44,532
-28,874
-39% -$6.46M 4.77% 2
2025
Q4 		$12.6M Sell
73,406
-94
-0.1% -$14.6K 5.97% 1
2025
Q3 		$9.9M Sell
73,500
-1,094
-1% -$116K 4.73% 3
2025
Q2 		$7.28M Sell
74,594
-7,149
-9% -$567K 3.71% 8
2025
Q1 		$5.96M Buy
81,743
+605
+0.7% +$47.6K 3.22% 16
2024
Q4 		$5.88M Buy
81,138
+1,168
+1% +$88.6K 2.96% 16
2024
Q3 		$6.53M Buy
79,970
+5,460
+7% +$475K 3.26% 15
2024
Q2 		$7.93M Sell
74,510
-15,150
-17% -$1.45M 4.22% 4
2024
Q1 		$8.71M Sell
89,660
-830
-0.9% -$73K 4.76% 2
2023
Q4 		$7.09M Sell
90,490
-1,490
-2% -$102K 4.13% 3
2023
Q3 		$5.77M Sell
91,980
-10,700
-10% -$703K 3.6% 6
2023
Q2 		$6.6M Buy
102,680
+470
+0.5% +$26.5K 3.71% 8
2023
Q1 		$5.42M Sell
102,210
-870
-0.8% -$42.7K 3.28% 17
2022
Q4 		$4.33M Sell
103,080
-4,750
-4% -$199K 2.76% 23
2022
Q3 		$3.95M Buy
107,830
+2,060
+2% +$91.7K 2.6% 26
2022
Q2 		$4.51M Sell
105,770
-2,080
-2% -$99K 2.87% 20
2022
Q1 		$5.8M Buy
107,850
+320
+0.3% +$18.6K 2.91% 20
2021
Q4 		$7.73M Buy
107,530
+30
+0% +$1.88K 3.64% 8
2021
Q3 		$6.12M Sell
107,500
-110
-0.1% -$6.69K 2.93% 24
2021
Q2 		$7M Sell
107,610
-2,420
-2% -$153K 3.15% 16
2021
Q1 		$6.55M Sell
110,030
-32,250
-23% -$1.76M 3.11% 15
2020
Q4 		$6.72M Sell
142,280
-46,320
-25% -$1.95M 3.36% 7
2020
Q3 		$6.2M Buy
188,600
+120
+0.1% +$4.13K 3.28% 13
2020
Q2 		$6.1M Sell
188,480
-13,540
-7% -$369K 3.63% 18
2020
Q1 		$4.85M Buy
+202,020
New +$5.82M 2.87% 22

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

Sitrin Capital Management's LRCX Position: Q3 2026 in Review

Sitrin Capital Management reduced its Lam Research (LRCX) stake by 0.57% in Q3 2026, selling an estimated $47.8K and leaving 26,859 shares worth $8.83M. The position accounts for 3.98% of the portfolio, ranked #4.

Sitrin Capital Management first reported a position in LRCX in Q1 2020 and has held it in 27 quarters since. The position peaked at $12.6M in Q4 2025. 1,241 funds tracked by Wall St. Rank hold LRCX as of Q3 2026.

  • Sitrin Capital Management held 26,859 shares of Lam Research worth $8.83M as of Q3 2026.
  • Sitrin Capital Management sold 153 Lam Research shares in Q3 2026, an estimated $47.8K.
  • Lam Research made up 3.98% of Sitrin Capital Management's portfolio in Q3 2026, its #4 holding.
  • Sitrin Capital Management first reported a position in Lam Research in Q1 2020 and has held it in 27 quarters since.
  • Sitrin Capital Management's Lam Research position peaked at $12.6M in Q4 2025.
  • 1,241 funds tracked by Wall St. Rank held Lam Research as of Q3 2026.

Based on Sitrin Capital Management's 13F filing for Q3 2026, filed 19 Oct 2026.