Whelan Financial’s Lam Research LRCX Stock Holding History

Whelan 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	$1.02M	Buy	3,103 +226	+8%	+$70.6K	0.26%	41
2026 Q2	$1.25M	Sell	2,877 -8	-0.3%	-$2.43K	0.34%	35
2026 Q1	$616K	Sell	2,885 -428	-13%	-$95.7K	0.19%	42
2025 Q4	$567K	Buy	3,313 +128	+4%	+$19.9K	0.18%	46
2025 Q3	$426K	Sell	3,185 -514	-14%	-$54.4K	0.14%	56
2025 Q2	$360K	Sell	3,699 -245	-6%	-$19.4K	0.13%	50
2025 Q1	$287K	Buy	3,944 +425	+12%	+$33.5K	0.11%	51
2024 Q4	$254K	Buy	+3,519	New	+$267K	0.1%	48

Other funds holding LRCX

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Whelan Financial's LRCX Position: Q3 2026 in Review

Whelan Financial increased its Lam Research (LRCX) stake by 7.9% in Q3 2026, buying an estimated $70.6K and bringing the position to 3,103 shares worth $1.02M. The position accounts for 0.26% of the portfolio, ranked #41.

Whelan Financial first reported a position in LRCX in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.25M in Q2 2026. 1,768 funds tracked by Wall St. Rank hold LRCX as of Q3 2026.

Whelan Financial held 3,103 shares of Lam Research worth $1.02M as of Q3 2026.
Whelan Financial bought 226 Lam Research shares in Q3 2026, an estimated $70.6K.
Lam Research made up 0.26% of Whelan Financial's portfolio in Q3 2026, its #41 holding.
Whelan Financial first reported a position in Lam Research in Q4 2024 and has held it in 8 quarters since.
Whelan Financial's Lam Research position peaked at $1.25M in Q2 2026.
1,768 funds tracked by Wall St. Rank held Lam Research as of Q3 2026.

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