Yarbrough Capital’s Lam Research LRCX Stock Holding History

Yarbrough 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	$8.45M	Hold	25,732	–	–	0.24%	39
2026 Q2	$11.2M	Hold	25,732	–	–	0.33%	32
2026 Q1	$5.5M	Hold	25,732	–	–	0.19%	50
2025 Q4	$4.4M	Hold	25,732	–	–	0.14%	56
2025 Q3	$3.45M	Hold	25,732	–	–	0.11%	71
2025 Q2	$2.5M	Hold	25,732	–	–	0.09%	75
2025 Q1	$1.87M	Buy	25,732 +13,161	+105%	+$1.04M	0.08%	77
2024 Q4	$908K	Buy	+12,571	New	+$953K	0.03%	99
2023 Q1	–	Sell	-1,080	Closed	-$45.4K	–	216
2022 Q4	$45.4K	Buy	+1,080	New	+$45.2K	﹤0.01%	196
2022 Q2	–	Sell	-73,080	Closed	-$3.93M	–	198
2022 Q1	$3.93M	Hold	73,080	–	–	0.22%	57
2021 Q4	$5.26M	Buy	+73,080	New	+$4.58M	0.28%	50

Other funds holding LRCX

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Yarbrough Capital's LRCX Position: Q3 2026 in Review

Yarbrough Capital held its Lam Research (LRCX) position steady in Q3 2026 at 25,732 shares worth $8.45M. The position accounts for 0.24% of the portfolio, ranked #39.

Yarbrough Capital first reported a position in LRCX in Q4 2021 and has held it in 11 quarters since. The position peaked at $11.2M in Q2 2026. 1,241 funds tracked by Wall St. Rank hold LRCX as of Q3 2026.

Yarbrough Capital held 25,732 shares of Lam Research worth $8.45M as of Q3 2026.
Yarbrough Capital left its Lam Research share count unchanged in Q3 2026.
Lam Research made up 0.24% of Yarbrough Capital's portfolio in Q3 2026, its #39 holding.
Yarbrough Capital first reported a position in Lam Research in Q4 2021 and has held it in 11 quarters since.
Yarbrough Capital's Lam Research position peaked at $11.2M in Q2 2026.
1,241 funds tracked by Wall St. Rank held Lam Research as of Q3 2026.

Based on Yarbrough Capital's 13F filing for Q3 2026, filed 19 Oct 2026.