McGuire Sells $3M Lam Research Stake – No Cause for Alarm

According to the SEC filing, McGuire’s portfolio managers executed a reduction in their Lam Research position during Q3 2025, a maneuver that left them clutching 269,611 shares. The transaction, valued at $2.79 million, was executed with the precision of a chess grandmaster sacrificing a pawn to control the board-or perhaps the desperate gambit of a man who just remembered he left the stove on.





