Values Added Financial
LRCX icon

Values Added Financial’s Lam Research LRCX Stock Holding History

Values Added Financial’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 		$230K Sell
699
-10
-1% -$3.12K 0.08% 128
2026
Q2 		$307K Buy
+709
New +$215K 0.11% 109

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

Values Added Financial's LRCX Position: Q3 2026 in Review

Values Added Financial reduced its Lam Research (LRCX) stake by 1.4% in Q3 2026, selling an estimated $3.12K and leaving 699 shares worth $230K. The position accounts for 0.08% of the portfolio, ranked #128.

Values Added Financial first reported a position in LRCX in Q2 2026 and has held it in 2 quarters since. The position peaked at $307K in Q2 2026. 1,241 funds tracked by Wall St. Rank hold LRCX as of Q3 2026.

  • Values Added Financial held 699 shares of Lam Research worth $230K as of Q3 2026.
  • Values Added Financial sold 10 Lam Research shares in Q3 2026, an estimated $3.12K.
  • Lam Research made up 0.08% of Values Added Financial's portfolio in Q3 2026, its #128 holding.
  • Values Added Financial first reported a position in Lam Research in Q2 2026 and has held it in 2 quarters since.
  • Values Added Financial's Lam Research position peaked at $307K in Q2 2026.
  • 1,241 funds tracked by Wall St. Rank held Lam Research as of Q3 2026.

Based on Values Added Financial's 13F filing for Q3 2026, filed 28 Oct 2026.