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Sunbeam Capital Management’s Lam Research LRCX Stock Holding History

Sunbeam 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 		– Sell
-823
Closed -$357K – 124
2026
Q2 		$357K Buy
+823
New +$250K 0.16% 90

Other funds holding LRCX

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

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

Sunbeam Capital Management sold out of Lam Research (LRCX) in Q3 2026, closing a stake of 823 shares — an estimated $357K sold.

Sunbeam Capital Management first reported a position in LRCX in Q2 2026 and held it in 1 quarter. The position peaked at $357K in Q2 2026. 1,824 funds tracked by Wall St. Rank hold LRCX as of Q3 2026.

  • Sunbeam Capital Management reported no remaining Lam Research position as of Q3 2026 after selling out during the quarter.
  • Sunbeam Capital Management sold 823 Lam Research shares in Q3 2026, an estimated $357K.
  • Sunbeam Capital Management first reported a position in Lam Research in Q2 2026 and held it in 1 quarter.
  • Sunbeam Capital Management's Lam Research position peaked at $357K in Q2 2026.
  • 1,824 funds tracked by Wall St. Rank held Lam Research as of Q3 2026.

Based on Sunbeam Capital Management's 13F filing for Q3 2026, filed 5 Nov 2026.