Advyzon Investment Management Cuts Stake in Lam Research

Semiconductor equipment maker sees reduced institutional ownership

Feb. 21, 2026 at 8:18am

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Advyzon Investment Management LLC reduced its position in shares of semiconductor company Lam Research Corporation (NASDAQ:LRCX) by 58.9% in the 3rd quarter, according to the company's recent 13F filing with the Securities and Exchange Commission. The fund now owns 11,605 shares of Lam Research's stock, down from 28,239 shares previously.

Why it matters

Lam Research is a major supplier of wafer fabrication equipment and services to the semiconductor industry. Changes in institutional ownership can signal shifts in market sentiment and future performance expectations for the company.

The details

Advyzon Investment Management cited the 58.9% reduction in its Lam Research holdings during the 3rd quarter. Other institutional investors also made changes to their Lam Research positions, with some increasing and others decreasing their stakes. The filing shows Advyzon Investment Management's holdings in Lam Research were worth $1.55 million at the end of the reporting period.

  • Advyzon Investment Management reduced its Lam Research position in the 3rd quarter of 2026.

The players

Advyzon Investment Management LLC

An investment management firm that reduced its stake in semiconductor company Lam Research.

Lam Research Corporation

A global supplier of wafer fabrication equipment and services to the semiconductor industry.

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The takeaway

The reduction in Advyzon Investment Management's Lam Research holdings reflects changing institutional sentiment around the semiconductor equipment maker. While one fund decreased its position, others may have increased their stakes, signaling differing views on Lam Research's future performance and growth prospects.