Aptus Capital Advisors Boosts Lam Research Stake by 663.6%

The investment firm increased its holdings in the semiconductor equipment company during the third quarter.

Published on Mar. 6, 2026

Aptus Capital Advisors LLC significantly increased its stake in Lam Research Corporation (NASDAQ:LRCX) during the third quarter, according to a recent 13F filing. The firm purchased an additional 262,043 shares, growing its position in the semiconductor company by 663.6% to a total of 301,531 shares worth $40.4 million.

Why it matters

Lam Research is a major supplier of wafer fabrication equipment and services to the semiconductor industry. Aptus Capital's substantial increase in its Lam Research holdings suggests the investment firm sees strong growth potential in the company, which could signal broader optimism about the semiconductor sector's outlook.

The details

According to the 13F filing, Aptus Capital Advisors added 262,043 shares of Lam Research to its portfolio during the third quarter. This represents a 663.6% increase from the firm's previous stake of 39,488 shares. Lam Research is a leading provider of equipment used in multiple stages of semiconductor device production, including thin film deposition, plasma etch, and wafer cleaning.

  • Aptus Capital Advisors increased its Lam Research holdings during the third quarter of the year.
  • The 13F filing detailing the transaction was submitted on March 6, 2026.

The players

Aptus Capital Advisors LLC

An investment management firm that provides advisory services to institutional and individual clients.

Lam Research Corporation

A global supplier of wafer fabrication equipment and services to the semiconductor industry, headquartered in Fremont, California.

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The takeaway

Aptus Capital Advisors' substantial increase in its Lam Research holdings suggests the investment firm sees strong growth potential in the semiconductor equipment maker, which could signal broader optimism about the sector's outlook.