Cornerstone Financial Group, LLC /NE/ LRCX β€” LAM RESEARCH CORP

Ownership history in Cornerstone Financial Group, LLC /NE/  Β·  2 quarters on record

AI Ownership Summary

Cornerstone Financial Group, LLC /NE/ reported LAM RESEARCH CORP (LRCX) in 2 quarterly 13F filings from 2025 Q4 through 2026 Q1. Peak portfolio weight reached 0.15% in 2025 Q4. The latest visible filing shows LRCX at 0.13% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this LRCX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Cornerstone Financial Group, LLC /NE/'s position in LAM RESEARCH CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

LRCX was reported at 0.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.15% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Cornerstone Financial Group, LLC /NE/ held LRCX β€” position size vs. price
% of Fund (quarterly)    LRCX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 35.2% +92.5% ❌ 816 -444 -35.2% 0.13% $209K 2026-05-06 $296.96
2025 Q4 INITIATED β€” β€” β€” 1,260 β€” β€” 0.15% $216K 2026-02-11 $234.67

FAQ About Cornerstone Financial Group, LLC /NE/ and LRCX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Cornerstone Financial Group, LLC /NE/ reported owning LRCX?

Cornerstone Financial Group, LLC /NE/ reported LRCX across 2 quarterly 13F filings, from 2025 Q4 through 2026 Q1.

What was the largest reported LRCX position in Cornerstone Financial Group, LLC /NE/'s portfolio?

The largest reported portfolio weight for LRCX was 0.15% in 2025 Q4.

What is the latest reported LRCX position on this page?

The most recent filing on this page is 2026 Q1, when Cornerstone Financial Group, LLC /NE/ reported 816 shares, equal to 0.13% of portfolio, with an estimated market value of $209K.

What does the chart on this LRCX ownership page compare?

The chart compares Cornerstone Financial Group, LLC /NE/'s quarterly LRCX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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