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Sound Stewardship’s Lam Research LRCX Stock Holding History

Sound Stewardship’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 		– Sell
-550
Closed -$238K – 79
2026
Q2 		$238K Buy
+550
New +$167K 0.1% 65

Other funds holding LRCX

MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return

Sound Stewardship's LRCX Position: Q3 2026 in Review

Sound Stewardship sold out of Lam Research (LRCX) in Q3 2026, closing a stake of 550 shares — an estimated $238K sold.

Sound Stewardship first reported a position in LRCX in Q2 2026 and held it in 1 quarter. The position peaked at $238K in Q2 2026. 308 funds tracked by Wall St. Rank hold LRCX as of Q3 2026.

  • Sound Stewardship reported no remaining Lam Research position as of Q3 2026 after selling out during the quarter.
  • Sound Stewardship sold 550 Lam Research shares in Q3 2026, an estimated $238K.
  • Sound Stewardship first reported a position in Lam Research in Q2 2026 and held it in 1 quarter.
  • Sound Stewardship's Lam Research position peaked at $238K in Q2 2026.
  • 308 funds tracked by Wall St. Rank held Lam Research as of Q3 2026.

Based on Sound Stewardship's 13F filing for Q3 2026, filed 14 Oct 2026.