Townsend & Associates
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Townsend & Associates’s Lam Research LRCX Stock Holding History

Townsend & Associates’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 		$921K Buy
3,490
+26
+0.8% +$8.12K 0.08% 67
2026
Q2 		$1.06M Hold
3,464
– – 0.09% 68
2026
Q1 		$920K Hold
3,464
– – 0.08% 69
2025
Q4 		$753K Sell
3,464
-455
-12% -$70.8K 0.07% 72
2025
Q3 		$555K Hold
3,919
– – 0.05% 77
2025
Q2 		$380K Hold
3,919
– – 0.04% 85
2025
Q1 		$245K Hold
3,919
– – 0.03% 90
2024
Q4 		$319K Hold
3,919
– – 0.03% 87
2024
Q3 		$286K Sell
3,919
-1
-0% -$87 0.03% 91
2024
Q2 		$351K Hold
3,920
– – 0.04% 83
2024
Q1 		$348K Buy
3,920
+10
+0.3% +$880 0.04% 79
2023
Q4 		$332K Sell
3,910
-1,520
-28% -$104K 0.04% 83
2023
Q3 		$317K Buy
5,430
+20
+0.4% +$1.31K 0.07% 84
2023
Q2 		$352K Buy
5,410
+10
+0.2% +$564 0.09% 98
2023
Q1 		$283K Buy
5,400
+230
+4% +$11.3K 0.11% 98
2022
Q4 		$264K Sell
5,170
-330
-6% -$13.8K 0.13% 91
2022
Q3 		$245K Buy
5,500
+20
+0.4% +$890 0.11% 76
2022
Q2 		$220K Buy
5,480
+20
+0.4% +$952 0.1% 74
2022
Q1 		$268K Buy
5,460
+20
+0.4% +$1.16K 0.12% 73
2021
Q4 		$397K Buy
5,440
+30
+0.6% +$1.88K 0.22% 62
2021
Q3 		$299K Hold
5,410
– – 0.15% 66
2021
Q2 		$339K Buy
5,410
+20
+0.4% +$1.26K 0.2% 62
2021
Q1 		$321K Buy
5,390
+10
+0.2% +$545 0.21% 62
2020
Q4 		$254K Buy
+5,380
New +$226K 0.19% 64

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

Townsend & Associates's LRCX Position: Q3 2026 in Review

Townsend & Associates increased its Lam Research (LRCX) stake by 0.75% in Q3 2026, buying an estimated $8.12K and bringing the position to 3,490 shares worth $921K. The position accounts for 0.08% of the portfolio, ranked #67.

Townsend & Associates first reported a position in LRCX in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.06M in Q2 2026. 1,241 funds tracked by Wall St. Rank hold LRCX as of Q3 2026.

  • Townsend & Associates held 3,490 shares of Lam Research worth $921K as of Q3 2026.
  • Townsend & Associates bought 26 Lam Research shares in Q3 2026, an estimated $8.12K.
  • Lam Research made up 0.08% of Townsend & Associates's portfolio in Q3 2026, its #67 holding.
  • Townsend & Associates first reported a position in Lam Research in Q4 2020 and has held it in 24 quarters since.
  • Townsend & Associates's Lam Research position peaked at $1.06M in Q2 2026.
  • 1,241 funds tracked by Wall St. Rank held Lam Research as of Q3 2026.

Based on Townsend & Associates's 13F filing for Q3 2026, filed 23 Oct 2026.