Able Wealth Management’s Lam Research LRCX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
– Sell
-671
Closed -$291K – 220
2026
Q2
$291K Buy
+671
New +$204K 0.07% 112
2024
Q1
– Sell
-110
Closed -$8.76K – 364
2023
Q4
$8.76K Buy
+110
New +$7.5K 0.01% 294

Other funds holding LRCX

Able Wealth Management's LRCX Position: Q3 2026 in Review

Able Wealth Management sold out of Lam Research (LRCX) in Q3 2026, closing a stake of 671 shares — an estimated $291K sold.

Able Wealth Management first reported a position in LRCX in Q4 2023 and held it in 2 quarters. The position peaked at $291K in Q2 2026. 998 funds tracked by Wall St. Rank hold LRCX as of Q3 2026.

  • Able Wealth Management reported no remaining Lam Research position as of Q3 2026 after selling out during the quarter.
  • Able Wealth Management sold 671 Lam Research shares in Q3 2026, an estimated $291K.
  • Able Wealth Management first reported a position in Lam Research in Q4 2023 and held it in 2 quarters.
  • Able Wealth Management's Lam Research position peaked at $291K in Q2 2026.
  • 998 funds tracked by Wall St. Rank held Lam Research as of Q3 2026.

Based on Able Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.