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Titleist Asset Management’s Lam Research LRCX Stock Holding History

Titleist Asset 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 		$426K Buy
1,296
+222
+21% +$69.3K 0.03% 311
2026
Q2 		$465K Buy
1,074
+134
+14% +$40.7K 0.03% 279
2026
Q1 		$201K Buy
+940
New +$210K 0.02% 396

Other funds holding LRCX

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
CBT
Central Bank & Trust Lexington, Kentucky $701M AUM 26.18% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

Titleist Asset Management's LRCX Position: Q3 2026 in Review

Titleist Asset Management increased its Lam Research (LRCX) stake by 21% in Q3 2026, buying an estimated $69.3K and bringing the position to 1,296 shares worth $426K. The position accounts for 0.03% of the portfolio, ranked #311.

Titleist Asset Management first reported a position in LRCX in Q1 2026 and has held it in 3 quarters since. The position peaked at $465K in Q2 2026. 144 funds tracked by Wall St. Rank hold LRCX as of Q3 2026.

  • Titleist Asset Management held 1,296 shares of Lam Research worth $426K as of Q3 2026.
  • Titleist Asset Management bought 222 Lam Research shares in Q3 2026, an estimated $69.3K.
  • Lam Research made up 0.03% of Titleist Asset Management's portfolio in Q3 2026, its #311 holding.
  • Titleist Asset Management first reported a position in Lam Research in Q1 2026 and has held it in 3 quarters since.
  • Titleist Asset Management's Lam Research position peaked at $465K in Q2 2026.
  • 144 funds tracked by Wall St. Rank held Lam Research as of Q3 2026.

Based on Titleist Asset Management's 13F filing for Q3 2026, filed 8 Oct 2026.