Stiles Financial Services Inc LRCX — LAM RESEARCH CORP

Ownership history in Stiles Financial Services Inc  ·  14 quarters on record

AI Ownership Summary

Stiles Financial Services Inc reported LAM RESEARCH CORP (LRCX) in 14 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 3.34% in 2026 Q1. The latest visible filing shows LRCX at 3.34% 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 Stiles Financial Services 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 3.34% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.34% 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 Stiles Financial Services Inc fund profile Stiles Financial Services Inc full holdings
How Stiles Financial Services 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 REDUCED — — — 51,136 -397 -0.8% 3.34% $10.9M 2026-04-30 $257.86
2025 Q4 REDUCED — — — 51,533 -1,962 -3.7% 2.72% $8.8M 2026-02-03 $229.82
2025 Q3 ADDED — — — 53,495 +1,373 +2.6% 2.26% $7.2M 2025-10-30 $160.55
2025 Q2 ADDED — — — 52,122 +2,456 +4.9% 1.75% $5.1M 2025-07-24 $97.31
2025 Q1 ADDED — — — 49,666 +2,096 +4.4% 1.39% $3.6M 2025-04-22 $63.02
2024 Q4 ADDED — — — 47,570 +43,212 +991.6% 1.24% $3.4M 2025-01-28 $73.75
2024 Q3 ADDED — — — 4,358 +461 +11.8% 1.26% $3.6M 2024-10-31 $73.36
2024 Q2 REDUCED — — — 3,897 -84 -2.1% 1.60% $4.2M 2024-08-01 $81.68
2024 Q1 ADDED — — — 3,981 +109 +2.8% 1.55% $3.9M 2024-04-30 $87.82
2023 Q4 ADDED — — — 3,872 +304 +8.5% 1.38% $3.0M 2024-01-26 $82.21
4 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

GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 3Y 7Y 10.02% McBroom & Associates, LLC 3Y 7.55% Green Alpha Advisors, LLC 3Y 5.97% DECISION INVESTMENTS, INC 5.97% Elemental Capital Partners LLC 3Y 5.23% CARDEROCK CAPITAL MANAGEMENT INC 3Y 7Y 5.06% PRIMORIS WEALTH ADVISORS, LLC 3Y 4.95% Sitrin Capital Management LLC 3Y 7Y 4.77% Axecap Investments, LLC 4.64% McGuire Investment Group, LLC 3Y 7Y 4.49%

FAQ About Stiles Financial Services 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 Stiles Financial Services Inc reported owning LRCX?

Stiles Financial Services Inc reported LRCX across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported LRCX position in Stiles Financial Services Inc's portfolio?

The largest reported portfolio weight for LRCX was 3.34% in 2026 Q1.

What is the latest reported LRCX position on this page?

The most recent filing on this page is 2026 Q1, when Stiles Financial Services Inc reported 51,136 shares, equal to 3.34% of portfolio, with an estimated market value of $10.9M.

What does the chart on this LRCX ownership page compare?

The chart compares Stiles Financial Services 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 Stiles Financial Services Inc time their LRCX position?

Based on 13F filing dates vs. subsequent LRCX price moves, Stiles Financial Services Inc correctly timed 10 out of 13 reported position changes (77%). The annualised alpha on LRCX relative to SPY over the holding period was +40.4%.

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