Avid Wealth Partners’s Lam Research LRCX Stock Holding History

Avid Wealth Partners’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	–	Sell	-531	Closed	-$230K	–	88
2026 Q2	$230K	Buy	+531	New	+$161K	0.11%	69

Other funds holding LRCX

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Avid Wealth Partners's LRCX Position: Q3 2026 in Review

Avid Wealth Partners sold out of Lam Research (LRCX) in Q3 2026, closing a stake of 531 shares — an estimated $230K sold.

Avid Wealth Partners first reported a position in LRCX in Q2 2026 and held it in 1 quarter. The position peaked at $230K in Q2 2026. 1,714 funds tracked by Wall St. Rank hold LRCX as of Q3 2026.

Avid Wealth Partners reported no remaining Lam Research position as of Q3 2026 after selling out during the quarter.
Avid Wealth Partners sold 531 Lam Research shares in Q3 2026, an estimated $230K.
Avid Wealth Partners first reported a position in Lam Research in Q2 2026 and held it in 1 quarter.
Avid Wealth Partners's Lam Research position peaked at $230K in Q2 2026.
1,714 funds tracked by Wall St. Rank held Lam Research as of Q3 2026.

Based on Avid Wealth Partners's 13F filing for Q3 2026, filed 3 Nov 2026.