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

Accurate 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 		$5.5M Buy
18,223
+2,601
+17% +$812K 0.47% 38
2026
Q2 		$5.48M Buy
15,622
+591
+4% +$179K 0.52% 33
2026
Q1 		$3.96M Sell
15,031
-492
-3% -$110K 0.48% 36
2025
Q4 		$3.38M Buy
15,523
+1,215
+8% +$189K 0.43% 49
2025
Q3 		$1.98M Buy
14,308
+2,804
+24% +$297K 0.26% 91
2025
Q2 		$1.16M Buy
+11,504
New +$912K 0.18% 131
2023
Q1 		– Sell
-1,280
Closed -$58.7K – 913
2022
Q4 		$58.7K Buy
+1,280
New +$53.5K 0.02% 419

Other funds holding LRCX

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

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

Accurate Wealth Management increased its Lam Research (LRCX) stake by 17% in Q3 2026, buying an estimated $812K and bringing the position to 18,223 shares worth $5.5M. The position accounts for 0.47% of the portfolio, ranked #38.

Accurate Wealth Management first reported a position in LRCX in Q4 2022 and has held it in 7 quarters since. 1,714 funds tracked by Wall St. Rank hold LRCX as of Q3 2026.

  • Accurate Wealth Management held 18,223 shares of Lam Research worth $5.5M as of Q3 2026.
  • Accurate Wealth Management bought 2,601 Lam Research shares in Q3 2026, an estimated $812K.
  • Lam Research made up 0.47% of Accurate Wealth Management's portfolio in Q3 2026, its #38 holding.
  • Accurate Wealth Management first reported a position in Lam Research in Q4 2022 and has held it in 7 quarters since.
  • 1,714 funds tracked by Wall St. Rank held Lam Research as of Q3 2026.

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