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Valeo Financial Advisors’s Lam Research LRCX Stock Holding History

Valeo 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
2021
Q2 		– Sell
-2,000
Closed -$120K – 1245
2021
Q1 		$120K Buy
+2,000
New +$109K 0.01% 560

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

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

Valeo Financial Advisors increased its Lam Research (LRCX) stake by 8.1% in Q3 2026, buying an estimated $262K and bringing the position to 11,195 shares worth $3.68M. The position accounts for 0.08% of the portfolio, ranked #118.

Valeo Financial Advisors first reported a position in LRCX in Q2 2018 and has held it in 32 quarters since. The position peaked at $4.49M in Q2 2026. 129 funds tracked by Wall St. Rank hold LRCX as of Q3 2026.

  • Valeo Financial Advisors held 11,195 shares of Lam Research worth $3.68M as of Q3 2026.
  • Valeo Financial Advisors bought 838 Lam Research shares in Q3 2026, an estimated $262K.
  • Lam Research made up 0.08% of Valeo Financial Advisors's portfolio in Q3 2026, its #118 holding.
  • Valeo Financial Advisors first reported a position in Lam Research in Q2 2018 and has held it in 32 quarters since.
  • Valeo Financial Advisors's Lam Research position peaked at $4.49M in Q2 2026.
  • 129 funds tracked by Wall St. Rank held Lam Research as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.