A4 Wealth Advisors
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A4 Wealth Advisors’s Lam Research LRCX Stock Holding History

A4 Wealth Advisors’s Portfolio LRCX Stock Details LRCX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$262K Sell
799
-12
-1% -$3.75K 0.17% 65
2026
Q2 		$351K Sell
811
-309
-28% -$93.8K 0.23% 62
2026
Q1 		$239K Sell
1,120
-267
-19% -$59.7K 0.2% 85
2025
Q4 		$237K Sell
1,387
-1,725
-55% -$268K 0.21% 100
2025
Q3 		$417K Buy
+3,112
New +$330K 0.35% 77

Other funds holding LRCX

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

A4 Wealth Advisors's LRCX Position: Q3 2026 in Review

A4 Wealth Advisors reduced its Lam Research (LRCX) stake by 1.5% in Q3 2026, selling an estimated $3.75K and leaving 799 shares worth $262K. The position accounts for 0.17% of the portfolio, ranked #65.

A4 Wealth Advisors first reported a position in LRCX in Q3 2025 and has held it in 5 quarters since. The position peaked at $417K in Q3 2025. 1,983 funds tracked by Wall St. Rank hold LRCX as of Q3 2026.

  • A4 Wealth Advisors held 799 shares of Lam Research worth $262K as of Q3 2026.
  • A4 Wealth Advisors sold 12 Lam Research shares in Q3 2026, an estimated $3.75K.
  • Lam Research made up 0.17% of A4 Wealth Advisors's portfolio in Q3 2026, its #65 holding.
  • A4 Wealth Advisors first reported a position in Lam Research in Q3 2025 and has held it in 5 quarters since.
  • A4 Wealth Advisors's Lam Research position peaked at $417K in Q3 2025.
  • 1,983 funds tracked by Wall St. Rank held Lam Research as of Q3 2026.

Based on A4 Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.