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Veracity Capital’s Lam Research LRCX Stock Holding History

Veracity Capital’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 		$1.41M Buy
4,296
+77
+2% +$24K 0.38% 44
2026
Q2 		$1.83M Buy
4,219
+24
+0.6% +$7.29K 0.49% 37
2026
Q1 		$896K Sell
4,195
-252
-6% -$56.3K 0.32% 66
2025
Q4 		$761K Buy
4,447
+27
+0.6% +$4.2K 0.22% 93
2025
Q3 		$592K Sell
4,420
-54
-1% -$5.72K 0.19% 121
2025
Q2 		$436K Sell
4,474
-258
-5% -$20.5K 0.15% 142
2025
Q1 		$344K Buy
4,732
+120
+3% +$9.45K 0.13% 158
2024
Q4 		$333K Buy
+4,612
New +$350K 0.12% 164
2024
Q3 		– Sell
-7,390
Closed -$787K – 212
2024
Q2 		$787K Sell
7,390
-3,380
-31% -$324K 0.33% 61
2024
Q1 		$1.05M Sell
10,770
-920
-8% -$80.9K 0.41% 51
2023
Q4 		$915K Buy
11,690
+2,220
+23% +$151K 0.37% 53
2023
Q3 		$594K Sell
9,470
-2,000
-17% -$131K 0.28% 81
2023
Q2 		$737K Sell
11,470
-70
-0.6% -$3.95K 0.31% 73
2023
Q1 		$612K Buy
11,540
+3,980
+53% +$195K 0.28% 78
2022
Q4 		$318K Sell
7,560
-420
-5% -$17.6K 0.15% 139
2022
Q3 		$292K Hold
7,980
– – 0.16% 139
2022
Q2 		$340K Sell
7,980
-210
-3% -$10K 0.18% 126
2022
Q1 		$440K Buy
8,190
+5,110
+166% +$297K 0.18% 126
2021
Q4 		$222K Sell
3,080
-1,140
-27% -$71.5K 0.09% 223
2021
Q3 		$240K Sell
4,220
-319,940
-99% -$19.5M 0.1% 210
2021
Q2 		$21.1M Buy
+324,160
New +$20.5M 4.89% 3

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
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
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Veracity Capital's LRCX Position: Q3 2026 in Review

Veracity Capital increased its Lam Research (LRCX) stake by 1.8% in Q3 2026, buying an estimated $24K and bringing the position to 4,296 shares worth $1.41M. The position accounts for 0.38% of the portfolio, ranked #44.

Veracity Capital first reported a position in LRCX in Q2 2021 and has held it in 21 quarters since. The position peaked at $21.1M in Q2 2021. 114 funds tracked by Wall St. Rank hold LRCX as of Q3 2026.

  • Veracity Capital held 4,296 shares of Lam Research worth $1.41M as of Q3 2026.
  • Veracity Capital bought 77 Lam Research shares in Q3 2026, an estimated $24K.
  • Lam Research made up 0.38% of Veracity Capital's portfolio in Q3 2026, its #44 holding.
  • Veracity Capital first reported a position in Lam Research in Q2 2021 and has held it in 21 quarters since.
  • Veracity Capital's Lam Research position peaked at $21.1M in Q2 2021.
  • 114 funds tracked by Wall St. Rank held Lam Research as of Q3 2026.

Based on Veracity Capital's 13F filing for Q3 2026, filed 8 Oct 2026.