Values First Advisors
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Values First Advisors’s Lam Research LRCX Stock Holding History

Values First 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 		$2.69M Sell
8,193
-233
-3% -$72.8K 1.27% 15
2026
Q2 		$3.65M Sell
8,426
-338
-4% -$103K 1.67% 9
2026
Q1 		$1.87M Buy
8,764
+228
+3% +$51K 0.98% 34
2025
Q4 		$1.46M Buy
8,536
+86
+1% +$13.4K 0.76% 42
2025
Q3 		$1.13M Sell
8,450
-385
-4% -$40.8K 0.61% 51
2025
Q2 		$860K Buy
8,835
+636
+8% +$50.4K 0.47% 61
2025
Q1 		$596K Sell
8,199
-302
-4% -$23.8K 0.35% 73
2024
Q4 		$614K Sell
8,501
-1,589
-16% -$121K 0.34% 81
2024
Q3 		$824K Sell
10,090
-1,270
-11% -$110K 0.45% 62
2024
Q2 		$1.21M Buy
11,360
+20
+0.2% +$1.92K 0.73% 46
2024
Q1 		$1.1M Buy
11,340
+1,760
+18% +$155K 0.65% 48
2023
Q4 		$750K Buy
9,580
+260
+3% +$17.7K 0.45% 72
2023
Q3 		$584K Sell
9,320
-1,250
-12% -$82.1K 0.38% 78
2023
Q2 		$680K Sell
10,570
-580
-5% -$32.7K 0.41% 76
2023
Q1 		$591K Sell
11,150
-2,050
-16% -$101K 0.38% 75
2022
Q4 		$555K Buy
13,200
+1,490
+13% +$62.3K 0.39% 73
2022
Q3 		$429K Sell
11,710
-770
-6% -$34.3K 0.31% 91
2022
Q2 		$532K Buy
12,480
+1,700
+16% +$80.9K 0.38% 81
2022
Q1 		$580K Sell
10,780
-2,750
-20% -$160K 0.37% 85
2021
Q4 		$973K Sell
13,530
-1,020
-7% -$63.9K 0.58% 61
2021
Q3 		$828K Buy
14,550
+2,260
+18% +$137K 0.54% 62
2021
Q2 		$800K Sell
12,290
-1,980
-14% -$125K 0.54% 65
2021
Q1 		$849K Buy
14,270
+280
+2% +$15.3K 0.63% 57
2020
Q4 		$661K Sell
13,990
-1,840
-12% -$77.4K 0.53% 66
2020
Q3 		$525K Sell
15,830
-1,330
-8% -$45.8K 0.48% 71
2020
Q2 		$555K Buy
17,160
+170
+1% +$4.64K 0.55% 64
2020
Q1 		$408K Sell
16,990
-1,850
-10% -$53.3K 0.49% 65
2019
Q4 		$551K Buy
+18,840
New +$500K 0.53% 61

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
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
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
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

Values First Advisors's LRCX Position: Q3 2026 in Review

Values First Advisors reduced its Lam Research (LRCX) stake by 2.8% in Q3 2026, selling an estimated $72.8K and leaving 8,193 shares worth $2.69M. The position accounts for 1.27% of the portfolio, ranked #15.

Values First Advisors first reported a position in LRCX in Q4 2019 and has held it in 28 quarters since. The position peaked at $3.65M in Q2 2026. 1,124 funds tracked by Wall St. Rank hold LRCX as of Q3 2026.

  • Values First Advisors held 8,193 shares of Lam Research worth $2.69M as of Q3 2026.
  • Values First Advisors sold 233 Lam Research shares in Q3 2026, an estimated $72.8K.
  • Lam Research made up 1.27% of Values First Advisors's portfolio in Q3 2026, its #15 holding.
  • Values First Advisors first reported a position in Lam Research in Q4 2019 and has held it in 28 quarters since.
  • Values First Advisors's Lam Research position peaked at $3.65M in Q2 2026.
  • 1,124 funds tracked by Wall St. Rank held Lam Research as of Q3 2026.

Based on Values First Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.