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Burney Co. Trims Stake in Lam Research Corporation
Institutional investor reduces holdings in semiconductor equipment maker
Apr. 12, 2026 at 8:53am
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Burney Co.'s reduced stake in Lam Research reflects shifting investment strategies in the semiconductor equipment sector.Fremont TodayBurney Co., an institutional investor, has trimmed its stake in Lam Research Corporation (NASDAQ:LRCX) by 13.2% during the fourth quarter, according to a recent SEC filing. The firm now holds 326,499 shares of the semiconductor company's stock, valued at $55.89 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 signal shifts in investor sentiment and provide insights into the broader semiconductor market.
The details
According to the 13F filing, Burney Co. sold 49,782 shares of Lam Research during the fourth quarter, reducing its total holdings to 326,499 shares. The stock now accounts for approximately 1.7% of Burney Co.'s investment portfolio, making it the firm's 8th largest position.
- Burney Co. filed the 13F report for the fourth quarter of 2025.
The players
Burney Co.
An institutional investor that manages a portfolio of investments, including a position in Lam Research Corporation.
Lam Research Corporation
A global supplier of wafer fabrication equipment and services to the semiconductor industry, headquartered in Fremont, California.
The takeaway
The reduction in Burney Co.'s stake in Lam Research Corporation suggests a potential shift in investor sentiment towards the semiconductor equipment maker. However, the company's stock remains a significant holding in the firm's portfolio, indicating ongoing confidence in Lam Research's long-term prospects.
