Marshall Financial Group LLC Trims Holdings in Lam Research Corporation

The institutional investor reduced its stake in the semiconductor company by 22.6% in Q4 2025.

Mar. 23, 2026 at 10:49am

Marshall Financial Group LLC, an institutional investor, decreased its holdings in shares of Lam Research Corporation (NASDAQ:LRCX) by 22.6% in the fourth quarter of 2025, according to a recent SEC filing. The firm now owns 25,935 shares of the semiconductor company's stock, valued at $4.44 million.

Why it matters

Lam Research is a major supplier of wafer fabrication equipment and services to the semiconductor industry. Changes in institutional ownership of the company's stock can provide insights into market sentiment and expectations around the semiconductor industry.

The details

According to the filing, Marshall Financial Group LLC sold 7,588 shares of Lam Research during the fourth quarter, reducing its total position to 25,935 shares. Lam Research accounts for 0.9% of Marshall Financial Group LLC's portfolio, making it the firm's 23rd largest holding.

  • The filing covers the fourth quarter of 2025.

The players

Marshall Financial Group LLC

An institutional investor that manages a portfolio of investments, including shares of Lam Research Corporation.

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

The reduction in Marshall Financial Group LLC's stake in Lam Research Corporation may indicate a shift in market sentiment or expectations around the semiconductor industry, though further analysis would be needed to draw definitive conclusions.