Back to STIFEL FINANCIAL CORP STIFEL FINANCIAL CORP

LRCXLRCX
7 quarters

Position history for STIFEL FINANCIAL CORPSTIFEL FINANCIAL CORP's holdings in LAM RESEARCH CORP

Yes. Stifel holds 730,517 shares of LRCX (Lam Research), worth $316.6M, as of its Q2 2026 13F filing. It increased the position by 33,377 shares (+4.8%) from Q1 2026. Stifel has held LRCX in every 13F on record since Q4 2024, 7 quarterly filings. LRCX is 0.3% of Stifel's reported 13F portfolio.

Current Value

$316.6M

Current Shares

730,517

Total Value Change

+$270.6M

Total Shares Change

+94,158

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
730,517
+4.8%
$316.6M0.3%$432.87
39
2026-Q1
Decreased
697,140
-5.3%
$149M0.1%$213.28
0
2025-Q4
Decreased
736,439
-9.6%
$126.1M0.1%$170.67
0
2025-Q3
Decreased
814,463
-2.2%
$109.1M0.1%$133.28
0
2025-Q2
Increased
832,430
+18.6%
$81M0.1%$96.70
35
2025-Q1
Increased
701,801
+10.3%
$51M0.1%$72.04
32
2024-Q4
New
636,359
-
$46M0.0%$71.36
40

Other major holders of LRCX: BlackRock, Inc., VANGUARD CAPITAL MANAGEMENT LLC, STATE STREET CORP

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used