Accel Wealth Management
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Accel Wealth Management’s Lam Research LRCX Stock Holding History

Accel Wealth Management’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 		$253K Sell
769
-28
-4% -$8.74K 0.05% 254
2026
Q2 		$345K Sell
797
-170
-18% -$51.6K 0.08% 201
2026
Q1 		$207K Buy
+967
New +$216K 0.05% 272
2021
Q3 		– Sell
-280
Closed -$18K – 861
2021
Q2 		$18K Buy
280
+10
+4% +$631 0.01% 574
2021
Q1 		$16K Hold
270
– – 0.01% 561
2020
Q4 		$13K Buy
+270
New +$11.4K 0.01% 577

Other funds holding LRCX

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
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

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

Accel Wealth Management reduced its Lam Research (LRCX) stake by 3.5% in Q3 2026, selling an estimated $8.74K and leaving 769 shares worth $253K. The position accounts for 0.05% of the portfolio, ranked #254.

Accel Wealth Management first reported a position in LRCX in Q4 2020 and has held it in 6 quarters since. The position peaked at $345K in Q2 2026. 2,151 funds tracked by Wall St. Rank hold LRCX as of Q3 2026.

  • Accel Wealth Management held 769 shares of Lam Research worth $253K as of Q3 2026.
  • Accel Wealth Management sold 28 Lam Research shares in Q3 2026, an estimated $8.74K.
  • Lam Research made up 0.05% of Accel Wealth Management's portfolio in Q3 2026, its #254 holding.
  • Accel Wealth Management first reported a position in Lam Research in Q4 2020 and has held it in 6 quarters since.
  • Accel Wealth Management's Lam Research position peaked at $345K in Q2 2026.
  • 2,151 funds tracked by Wall St. Rank held Lam Research as of Q3 2026.

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