Ashton Thomas Private Wealth
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Ashton Thomas Private Wealth’s Lam Research LRCX Stock Holding History

Ashton Thomas Private Wealth’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 		$26.6M Sell
80,862
-267
-0.3% -$83.4K 0.53% 36
2026
Q2 		$35.2M Sell
81,129
-1,558
-2% -$473K 0.73% 23
2026
Q1 		$17.7M Buy
82,687
+2,232
+3% +$499K 0.42% 56
2025
Q4 		$13.8M Sell
80,455
-5,102
-6% -$794K 0.34% 62
2025
Q3 		$11.5M Buy
85,557
+10,043
+13% +$1.06M 0.3% 77
2025
Q2 		$7.37M Sell
75,514
-2,760
-4% -$219K 0.26% 96
2025
Q1 		$5.71M Buy
78,274
+3,019
+4% +$238K 0.22% 119
2024
Q4 		$5.45M Buy
+75,255
New +$5.71M 0.21% 115
2024
Q3 		– Sell
-70,380
Closed -$7.49M – 1311
2024
Q2 		$7.49M Sell
70,380
-380
-0.5% -$36.4K 0.41% 59
2024
Q1 		$6.87M Buy
70,760
+390
+0.6% +$34.3K 0.39% 68
2023
Q4 		$5.51M Buy
70,370
+240
+0.3% +$16.4K 0.35% 79
2023
Q3 		$4.4M Buy
70,130
+2,760
+4% +$181K 0.32% 82
2023
Q2 		$4.33M Buy
67,370
+14,330
+27% +$808K 0.33% 78
2023
Q1 		$2.81M Buy
53,040
+2,560
+5% +$126K 0.25% 111
2022
Q4 		$2.12M Buy
50,480
+690
+1% +$28.9K 0.21% 135
2022
Q3 		$1.82M Buy
49,790
+1,590
+3% +$70.8K 0.21% 135
2022
Q2 		$2.05M Buy
48,200
+4,710
+11% +$224K 0.22% 125
2022
Q1 		$2.34M Buy
43,490
+16,230
+60% +$945K 0.2% 134
2021
Q4 		$1.96M Buy
27,260
+15,540
+133% +$974K 0.19% 137
2021
Q3 		$667K Buy
+11,720
New +$713K 0.1% 226

Other funds holding LRCX

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

Ashton Thomas Private Wealth's LRCX Position: Q3 2026 in Review

Ashton Thomas Private Wealth reduced its Lam Research (LRCX) stake by 0.33% in Q3 2026, selling an estimated $83.4K and leaving 80,862 shares worth $26.6M. The position accounts for 0.53% of the portfolio, ranked #36.

Ashton Thomas Private Wealth first reported a position in LRCX in Q3 2021 and has held it in 20 quarters since. The position peaked at $35.2M in Q2 2026. 2,587 funds tracked by Wall St. Rank hold LRCX as of Q3 2026.

  • Ashton Thomas Private Wealth held 80,862 shares of Lam Research worth $26.6M as of Q3 2026.
  • Ashton Thomas Private Wealth sold 267 Lam Research shares in Q3 2026, an estimated $83.4K.
  • Lam Research made up 0.53% of Ashton Thomas Private Wealth's portfolio in Q3 2026, its #36 holding.
  • Ashton Thomas Private Wealth first reported a position in Lam Research in Q3 2021 and has held it in 20 quarters since.
  • Ashton Thomas Private Wealth's Lam Research position peaked at $35.2M in Q2 2026.
  • 2,587 funds tracked by Wall St. Rank held Lam Research as of Q3 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q3 2026, filed 3 Nov 2026.