Austin Private Wealth’s Lam Research LRCX Stock Holding History

Austin 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
2025 Q4	$770K	Buy	4,500 +500	+13%	+$77.8K	0.06%	128
2025 Q3	$536K	Hold	4,000	–	–	0.04%	174
2025 Q2	$389K	Sell	4,000 -1,000	-20%	-$79.3K	0.03%	204
2025 Q1	$364K	Sell	5,000 -1,000	-17%	-$78.7K	0.03%	194
2024 Q4	$433K	Sell	6,000 -1,000	-14%	-$75.8K	0.04%	157
2024 Q3	$571K	Buy	7,000 +2,000	+40%	+$174K	0.06%	132
2024 Q2	$531	Buy	+5,000	New	+$480K	﹤0.01%	240
2024 Q1	–	Sell	-300,000	Closed	-$234	–	280
2023 Q4	$234	Buy	+300,000	New	+$20.4M	﹤0.01%	235
2022 Q2	–	Sell	-1,000	Closed	-$54K	–	158
2022 Q1	$54K	Hold	1,000	–	–	0.01%	147
2021 Q4	$72K	Buy	+1,000	New	+$62.7K	0.01%	154

Other funds holding LRCX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

JSC

J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return

Austin Private Wealth's LRCX Position: Q4 2025 in Review

Austin Private Wealth reduced its Lam Research (LRCX) stake by 2% in Q4 2025, selling an estimated $8.55K and leaving 2,715 shares worth $465K. The position accounts for 0.03% of the portfolio, ranked #183.

Austin Private Wealth first reported a position in LRCX in Q4 2021 and has held it in 10 quarters since. 2,386 funds tracked by Wall St. Rank hold LRCX as of Q4 2025.

Austin Private Wealth held 2,715 shares of Lam Research worth $465K as of Q4 2025.
Austin Private Wealth sold 55 Lam Research shares in Q4 2025, an estimated $8.55K.
Lam Research made up 0.03% of Austin Private Wealth's portfolio in Q4 2025, its #183 holding.
Austin Private Wealth first reported a position in Lam Research in Q4 2021 and has held it in 10 quarters since.
2,386 funds tracked by Wall St. Rank held Lam Research as of Q4 2025.

Based on Austin Private Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.