Amplius Wealth Advisors
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Amplius Wealth Advisors’s Lam Research LRCX Stock Holding History

Amplius 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 		$223K Buy
678
+102
+18% +$31.8K 0.02% 203
2026
Q2 		$250K Buy
+576
New +$175K 0.02% 182
2022
Q1 		– Sell
-1,680
Closed -$120K – 584
2021
Q4 		$120K Buy
+1,680
New +$105K 0.02% 229

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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

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

Amplius Wealth Advisors increased its Lam Research (LRCX) stake by 18% in Q3 2026, buying an estimated $31.8K and bringing the position to 678 shares worth $223K. The position accounts for 0.02% of the portfolio, ranked #203.

Amplius Wealth Advisors first reported a position in LRCX in Q4 2021 and has held it in 3 quarters since. The position peaked at $250K in Q2 2026. 1,811 funds tracked by Wall St. Rank hold LRCX as of Q3 2026.

  • Amplius Wealth Advisors held 678 shares of Lam Research worth $223K as of Q3 2026.
  • Amplius Wealth Advisors bought 102 Lam Research shares in Q3 2026, an estimated $31.8K.
  • Lam Research made up 0.02% of Amplius Wealth Advisors's portfolio in Q3 2026, its #203 holding.
  • Amplius Wealth Advisors first reported a position in Lam Research in Q4 2021 and has held it in 3 quarters since.
  • Amplius Wealth Advisors's Lam Research position peaked at $250K in Q2 2026.
  • 1,811 funds tracked by Wall St. Rank held Lam Research as of Q3 2026.

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