AWM
LRCX icon

AllSquare Wealth Management’s Lam Research LRCX Stock Holding History

AllSquare 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
2025
Q3 		$102K Hold
764
– – 0.05% 155
2025
Q2 		$74.4K Hold
764
– – 0.04% 182
2025
Q1 		$55.5K Buy
+764
New +$60.2K 0.03% 202
2023
Q3 		– Sell
-10
Closed -$630 – 563
2023
Q2 		$630 Hold
10
– – ﹤0.01% 514
2023
Q1 		$530 Sell
10
-750
-99% -$36.8K ﹤0.01% 511
2022
Q4 		$31.9K Hold
760
– – 0.02% 245
2022
Q3 		$28K Sell
760
-180
-19% -$8.01K 0.02% 249
2022
Q2 		$40K Hold
940
– – 0.03% 226
2022
Q1 		$51K Buy
940
+90
+11% +$5.24K 0.03% 224
2021
Q4 		$61K Sell
850
-150
-15% -$9.4K 0.04% 197
2021
Q3 		$57K Hold
1,000
– – 0.03% 210
2021
Q2 		$65K Sell
1,000
-30
-3% -$1.89K 0.04% 201
2021
Q1 		$61K Sell
1,030
-60
-6% -$3.27K 0.04% 198
2020
Q4 		$51K Sell
1,090
-270
-20% -$11.4K 0.03% 197
2020
Q3 		$45K Hold
1,360
– – 0.03% 201
2020
Q2 		$44K Sell
1,360
-180
-12% -$4.91K 0.03% 191
2020
Q1 		$37K Hold
1,540
– – 0.03% 189
2019
Q4 		$45K Sell
1,540
-690
-31% -$18.3K 0.03% 193
2019
Q3 		$52K Sell
2,230
-300
-12% -$6.3K 0.04% 185
2019
Q2 		$48K Hold
2,530
– – 0.04% 194
2019
Q1 		$45K Sell
2,530
-450
-15% -$7.51K 0.03% 201
2018
Q4 		$41K Buy
2,980
+840
+39% +$12K 0.03% 187
2018
Q3 		$32K Buy
2,140
+430
+25% +$7.34K 0.02% 220
2018
Q2 		$30K Hold
1,710
– – 0.02% 232
2018
Q1 		$35K Buy
1,710
+180
+12% +$3.56K 0.03% 179
2017
Q4 		$28K Sell
1,530
-70
-4% -$1.38K 0.02% 203
2017
Q3 		$30K Buy
+1,600
New +$26K 0.02% 193
2017
Q2 		– Sell
-2,320
Closed -$30K – 305
2017
Q1 		$30K Buy
+2,320
New +$27.3K 0.03% 176

Other funds holding LRCX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

AllSquare Wealth Management's LRCX Position: Q3 2025 in Review

AllSquare Wealth Management held its Lam Research (LRCX) position steady in Q3 2025 at 764 shares worth $102K. The position accounts for 0.05% of the portfolio, ranked #155.

AllSquare Wealth Management first reported a position in LRCX in Q1 2017 and has held it in 28 quarters since. 2,107 funds tracked by Wall St. Rank hold LRCX as of Q3 2025.

  • AllSquare Wealth Management held 764 shares of Lam Research worth $102K as of Q3 2025.
  • AllSquare Wealth Management left its Lam Research share count unchanged in Q3 2025.
  • Lam Research made up 0.05% of AllSquare Wealth Management's portfolio in Q3 2025, its #155 holding.
  • AllSquare Wealth Management first reported a position in Lam Research in Q1 2017 and has held it in 28 quarters since.
  • 2,107 funds tracked by Wall St. Rank held Lam Research as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.