Trinity Financial Advisors
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Trinity Financial Advisors’s Lam Research LRCX Stock Holding History

Trinity Financial Advisors’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
-525
Closed -$228K – 101
2026
Q2 		$228K Buy
+525
New +$159K 0.06% 89

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

Trinity Financial Advisors's LRCX Position: Q3 2026 in Review

Trinity Financial Advisors sold out of Lam Research (LRCX) in Q3 2026, closing a stake of 525 shares — an estimated $228K sold.

Trinity Financial Advisors first reported a position in LRCX in Q2 2026 and held it in 1 quarter. The position peaked at $228K in Q2 2026. 1,241 funds tracked by Wall St. Rank hold LRCX as of Q3 2026.

  • Trinity Financial Advisors reported no remaining Lam Research position as of Q3 2026 after selling out during the quarter.
  • Trinity Financial Advisors sold 525 Lam Research shares in Q3 2026, an estimated $228K.
  • Trinity Financial Advisors first reported a position in Lam Research in Q2 2026 and held it in 1 quarter.
  • Trinity Financial Advisors's Lam Research position peaked at $228K in Q2 2026.
  • 1,241 funds tracked by Wall St. Rank held Lam Research as of Q3 2026.

Based on Trinity Financial Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.