Stiles Financial Services
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Stiles Financial Services’s Lam Research LRCX Stock Holding History

Stiles Financial Services’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 		$15.6M Sell
47,415
-970
-2% -$303K 3.97% 2
2026
Q2 		$21M Sell
48,385
-2,751
-5% -$835K 5.27% 2
2026
Q1 		$10.9M Sell
51,136
-397
-0.8% -$88.8K 3.34% 2
2025
Q4 		$8.82M Sell
51,533
-1,962
-4% -$305K 2.72% 5
2025
Q3 		$7.16M Buy
53,495
+1,373
+3% +$145K 2.26% 8
2025
Q2 		$5.07M Buy
52,122
+2,456
+5% +$195K 1.75% 7
2025
Q1 		$3.61M Buy
49,666
+2,096
+4% +$165K 1.39% 15
2024
Q4 		$3.44M Buy
47,570
+3,990
+9% +$303K 1.24% 19
2024
Q3 		$3.56M Buy
43,580
+4,610
+12% +$401K 1.26% 19
2024
Q2 		$4.16M Sell
38,970
-840
-2% -$80.6K 1.6% 11
2024
Q1 		$3.88M Buy
39,810
+1,090
+3% +$95.9K 1.55% 13
2023
Q4 		$3.04M Buy
38,720
+3,040
+9% +$207K 1.38% 15
2023
Q3 		$2.24M Buy
35,680
+6,960
+24% +$457K 1.16% 20
2023
Q2 		$1.85M Buy
28,720
+7,510
+35% +$423K 0.92% 29
2023
Q1 		$1.12M Buy
21,210
+6,700
+46% +$329K 0.6% 55
2022
Q4 		$610K Buy
+14,510
New +$607K 0.35% 84

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

Stiles Financial Services's LRCX Position: Q3 2026 in Review

Stiles Financial Services reduced its Lam Research (LRCX) stake by 2% in Q3 2026, selling an estimated $303K and leaving 47,415 shares worth $15.6M. The position accounts for 3.97% of the portfolio, ranked #2.

Stiles Financial Services first reported a position in LRCX in Q4 2022 and has held it in 16 quarters since. The position peaked at $21M in Q2 2026. 1,197 funds tracked by Wall St. Rank hold LRCX as of Q3 2026.

  • Stiles Financial Services held 47,415 shares of Lam Research worth $15.6M as of Q3 2026.
  • Stiles Financial Services sold 970 Lam Research shares in Q3 2026, an estimated $303K.
  • Lam Research made up 3.97% of Stiles Financial Services's portfolio in Q3 2026, its #2 holding.
  • Stiles Financial Services first reported a position in Lam Research in Q4 2022 and has held it in 16 quarters since.
  • Stiles Financial Services's Lam Research position peaked at $21M in Q2 2026.
  • 1,197 funds tracked by Wall St. Rank held Lam Research as of Q3 2026.

Based on Stiles Financial Services's 13F filing for Q3 2026, filed 30 Oct 2026.