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Aletheian Wealth Advisors’s Lam Research LRCX Stock Holding History

Aletheian 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 		$517K Sell
1,573
-23
-1% -$7.18K 0.21% 62
2026
Q2 		$692K Buy
1,596
+103
+7% +$31.3K 0.3% 52
2026
Q1 		$319K Buy
+1,493
New +$334K 0.16% 71
2025
Q3 		$223K Buy
+1,667
New +$177K 0.1% 89

Other funds holding LRCX

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

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

Aletheian Wealth Advisors reduced its Lam Research (LRCX) stake by 1.4% in Q3 2026, selling an estimated $7.18K and leaving 1,573 shares worth $517K. The position accounts for 0.21% of the portfolio, ranked #62.

Aletheian Wealth Advisors first reported a position in LRCX in Q3 2025 and has held it in 4 quarters since. The position peaked at $692K in Q2 2026. 114 funds tracked by Wall St. Rank hold LRCX as of Q3 2026.

  • Aletheian Wealth Advisors held 1,573 shares of Lam Research worth $517K as of Q3 2026.
  • Aletheian Wealth Advisors sold 23 Lam Research shares in Q3 2026, an estimated $7.18K.
  • Lam Research made up 0.21% of Aletheian Wealth Advisors's portfolio in Q3 2026, its #62 holding.
  • Aletheian Wealth Advisors first reported a position in Lam Research in Q3 2025 and has held it in 4 quarters since.
  • Aletheian Wealth Advisors's Lam Research position peaked at $692K in Q2 2026.
  • 114 funds tracked by Wall St. Rank held Lam Research as of Q3 2026.

Based on Aletheian Wealth Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.