Roman Butler Fullerton & Co. Invests $394,000 in Lam Research Corporation

The investment firm purchased a new stake in the semiconductor company during Q4 2025.

Apr. 17, 2026 at 10:36am

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A cinematic close-up of heavy, polished metal gears and machinery in shades of gunmetal grey, bronze, and black, conceptually representing the industrial power and precision of the semiconductor manufacturing process.An extreme close-up of the intricate machinery powering Lam Research's semiconductor fabrication equipment underscores the company's critical role in the global tech supply chain.Fremont Today

Roman Butler Fullerton & Co. bought a new stake in Lam Research Corporation (NASDAQ:LRCX) during the fourth quarter of 2025, according to a disclosure with the Securities and Exchange Commission. The fund purchased 2,299 shares of the semiconductor company's stock, valued at approximately $394,000.

Why it matters

Lam Research is a major supplier of wafer fabrication equipment and services to the semiconductor industry, making it a key player in the global tech supply chain. Institutional investors closely monitor and trade shares of leading semiconductor firms like Lam Research, as their performance can signal broader trends in the industry.

The details

Several other institutional investors and hedge funds have also recently bought and sold shares of Lam Research. Brighton Jones LLC grew its position in Lam Research by 1,032.4% during the 4th quarter, now owning 14,189 shares. Caxton Associates LLP, Gabelli Funds LLC, and NewEdge Advisors LLC also purchased new stakes in the company during the period.

  • Roman Butler Fullerton & Co. disclosed the new $394,000 stake in Lam Research in a filing on April 17, 2026.
  • The investment was made during the fourth quarter of 2025.

The players

Roman Butler Fullerton & Co.

An investment firm that purchased a new stake in 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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What’s next

Investors will be closely watching Lam Research's upcoming Q3 2026 earnings report to see if the company meets or exceeds its guidance. Analysts remain bullish on the stock, with most maintaining 'Buy' ratings and increased price targets.

The takeaway

Lam Research's position as a key supplier to the global semiconductor industry makes it an attractive investment target for institutional funds like Roman Butler Fullerton & Co. The company's strong financial performance and positive analyst sentiment suggest it remains well-positioned to capitalize on ongoing trends in the tech sector.