Stonegate Investment Group’s Lam Research LRCX Stock Holding History

Stonegate Investment Group’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
2025 Q3	–	Sell	-2,272	Closed	-$221K	–	458
2025 Q2	$221K	Buy	+2,272	New	+$180K	0.01%	366

Other funds holding LRCX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Stonegate Investment Group's LRCX Position: Q3 2025 in Review

Stonegate Investment Group sold out of Lam Research (LRCX) in Q3 2025, closing a stake of 2,272 shares — an estimated $221K sold.

Stonegate Investment Group first reported a position in LRCX in Q2 2025 and held it in 1 quarter. The position peaked at $221K in Q2 2025. 2,107 funds tracked by Wall St. Rank hold LRCX as of Q3 2025.

Stonegate Investment Group reported no remaining Lam Research position as of Q3 2025 after selling out during the quarter.
Stonegate Investment Group sold 2,272 Lam Research shares in Q3 2025, an estimated $221K.
Stonegate Investment Group first reported a position in Lam Research in Q2 2025 and held it in 1 quarter.
Stonegate Investment Group's Lam Research position peaked at $221K in Q2 2025.
2,107 funds tracked by Wall St. Rank held Lam Research as of Q3 2025.

Based on Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.