Crossmark Global Holdings, Inc. LRCX — LAM RESEARCH CORP

Ownership history in Crossmark Global Holdings, Inc.  ·  35 quarters on record

AI Ownership Summary

Crossmark Global Holdings, Inc. reported LAM RESEARCH CORP (LRCX) in 35 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.44% in 2026 Q1. The latest visible filing shows LRCX at 0.44% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this LRCX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Crossmark Global Holdings, Inc.'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 0.44% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.44% in 2026 Q1

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

Time in book
Holding Window
2023 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.

LRCX stock page Crossmark Global Holdings, Inc. fund profile Crossmark Global Holdings, Inc. full holdings
How Crossmark Global Holdings, Inc. held LRCX — position size vs. price
% of Fund (quarterly)    LRCX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 139,353 +7,663 +5.8% 0.44% $29.8M 2026-05-11 $295.84
2025 Q4 ADDED — — — 131,690 +3,082 +2.4% 0.32% $22.5M 2026-02-03 $229.66
2025 Q3 ADDED — — — 128,608 +14,361 +12.6% 0.26% $17.2M 2025-11-12 $160.85
2025 Q2 REDUCED 8.3% +35.0% ❌ 114,247 -10,369 -8.3% 0.18% $11.1M 2025-08-08 $101.19
2025 Q1 REDUCED 9.5% +34.2% ❌ 124,616 -13,099 -9.5% 0.16% $9.1M 2025-04-30 $71.10
2024 Q4 ADDED — — — 137,715 +126,379 +1114.8% 0.18% $9.9M 2025-01-16 $78.35
2024 Q3 REDUCED 22.8% -11.3% ✅ 11,336 -3,348 -22.8% 0.16% $9.3M 2024-11-04 $73.13
2024 Q2 REDUCED — — — 14,684 -720 -4.7% 0.30% $15.6M 2024-07-29 $87.72
2024 Q1 REDUCED 6.7% +9.4% ❌ 15,404 -1,100 -6.7% 0.29% $15.0M 2024-05-13 $88.68
2023 Q4 REDUCED 6.9% +25.6% ❌ 16,504 -1,224 -6.9% 0.27% $12.9M 2024-02-13 $87.39
25 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding LRCX

As of 2026 Q1 — sorted by position size

OAKTOP CAPITAL MANAGEMENT II, L.P. 3Y 7Y 35.86% Four Tree Island Advisory LLC 24.62% Trybe Capital Management LP 3Y 17.58% Blue Whale Capital LLP 3Y 13.11% Harbor Island Capital LLC 3Y 7Y 12.68% Trivest Advisors Ltd 3Y 12.55% Heard Capital LLC 3Y 11.83% Miller Capital Partners, Inc. 10.56% CROSSLINK CAPITAL INC 3Y 7Y 10.23% GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 3Y 7Y 10.02%

FAQ About Crossmark Global Holdings, Inc. and LRCX

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

How long has Crossmark Global Holdings, Inc. reported owning LRCX?

Crossmark Global Holdings, Inc. reported LRCX across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported LRCX position in Crossmark Global Holdings, Inc.'s portfolio?

The largest reported portfolio weight for LRCX was 0.44% in 2026 Q1.

What is the latest reported LRCX position on this page?

The most recent filing on this page is 2026 Q1, when Crossmark Global Holdings, Inc. reported 139,353 shares, equal to 0.44% of portfolio, with an estimated market value of $29.8M.

What does the chart on this LRCX ownership page compare?

The chart compares Crossmark Global Holdings, Inc.'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.

How well did Crossmark Global Holdings, Inc. time their LRCX position?

Based on 13F filing dates vs. subsequent LRCX price moves, Crossmark Global Holdings, Inc. correctly timed 12 out of 33 reported position changes (36%). The annualised alpha on LRCX relative to SPY over the holding period was +20.6%.

← Back to Crossmark Global Holdings, Inc. Holdings