Smith Thornton Advisors’s Lam Research LRCX Stock Holding History

Smith Thornton Advisors’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	$526K	Hold	1,600	–	–	0.23%	82
2026 Q2	$528K	Hold	1,600	–	–	0.23%	83
2026 Q1	$342K	Hold	1,600	–	–	0.17%	107
2025 Q4	$274K	Hold	1,600	–	–	0.14%	115
2025 Q3	$214K	Buy	+1,600	New	+$169K	0.11%	126
2025 Q2	–	Sell	-3,200	Closed	-$233K	–	140
2025 Q1	$233K	Hold	3,200	–	–	0.14%	122
2024 Q4	$231K	Hold	3,200	–	–	0.15%	128
2024 Q3	$261K	Hold	3,200	–	–	0.17%	115
2024 Q2	$341K	Buy	+3,200	New	+$307K	0.25%	97

Other funds holding LRCX

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Smith Thornton Advisors's LRCX Position: Q3 2026 in Review

Smith Thornton Advisors held its Lam Research (LRCX) position steady in Q3 2026 at 1,600 shares worth $526K. The position accounts for 0.23% of the portfolio, ranked #82.

Smith Thornton Advisors first reported a position in LRCX in Q2 2024 and has held it in 9 quarters since. The position peaked at $528K in Q2 2026. 1,983 funds tracked by Wall St. Rank hold LRCX as of Q3 2026.

Smith Thornton Advisors held 1,600 shares of Lam Research worth $526K as of Q3 2026.
Smith Thornton Advisors left its Lam Research share count unchanged in Q3 2026.
Lam Research made up 0.23% of Smith Thornton Advisors's portfolio in Q3 2026, its #82 holding.
Smith Thornton Advisors first reported a position in Lam Research in Q2 2024 and has held it in 9 quarters since.
Smith Thornton Advisors's Lam Research position peaked at $528K in Q2 2026.
1,983 funds tracked by Wall St. Rank held Lam Research as of Q3 2026.

Based on Smith Thornton Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.