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

Activest 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 		$86.4K Sell
263
-4
-1% -$1.25K 0.02% 197
2026
Q2 		$116K Sell
267
-647
-71% -$196K 0.02% 171
2026
Q1 		$195K Sell
914
-654
-42% -$146K 0.03% 155
2025
Q4 		$268K Buy
1,568
+867
+124% +$135K 0.05% 126
2025
Q3 		$93.9K Buy
701
+159
+29% +$16.8K 0.02% 191
2025
Q2 		$52.8K Sell
542
-375
-41% -$29.7K 0.01% 202
2025
Q1 		$66.7K Buy
917
+363
+66% +$28.6K 0.02% 167
2024
Q4 		$40K Buy
554
+114
+26% +$8.65K 0.01% 191
2024
Q3 		$35.7K Buy
440
+380
+633% +$33K 0.01% 202
2024
Q2 		$6.06K Sell
60
-110
-65% -$10.6K ﹤0.01% 333
2024
Q1 		$16.2K Buy
+170
New +$15K 0.01% 187
2023
Q4 		– Sell
-1,540
Closed -$105K – 358
2023
Q3 		$96.8K Buy
1,540
+610
+66% +$40.1K 0.06% 59
2023
Q2 		$59.2K Buy
930
+100
+12% +$5.64K 0.04% 61
2023
Q1 		$44.1K Buy
+830
New +$40.7K 0.03% 92
2022
Q3 		– Sell
-870
Closed -$37K – 550
2022
Q2 		$37K Hold
870
– – 0.03% 109
2022
Q1 		$47K Buy
870
+230
+36% +$13.4K 0.03% 102
2021
Q4 		$46K Buy
+640
New +$40.1K 0.03% 111

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

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

Activest Wealth Management reduced its Lam Research (LRCX) stake by 1.5% in Q3 2026, selling an estimated $1.25K and leaving 263 shares worth $86.4K. The position accounts for 0.02% of the portfolio, ranked #197.

Activest Wealth Management first reported a position in LRCX in Q4 2021 and has held it in 17 quarters since. The position peaked at $268K in Q4 2025. 1,714 funds tracked by Wall St. Rank hold LRCX as of Q3 2026.

  • Activest Wealth Management held 263 shares of Lam Research worth $86.4K as of Q3 2026.
  • Activest Wealth Management sold 4 Lam Research shares in Q3 2026, an estimated $1.25K.
  • Lam Research made up 0.02% of Activest Wealth Management's portfolio in Q3 2026, its #197 holding.
  • Activest Wealth Management first reported a position in Lam Research in Q4 2021 and has held it in 17 quarters since.
  • Activest Wealth Management's Lam Research position peaked at $268K in Q4 2025.
  • 1,714 funds tracked by Wall St. Rank held Lam Research as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.