Avidian Wealth Enterprises
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Avidian Wealth Enterprises’s Lam Research LRCX Stock Holding History

Avidian Wealth Enterprises’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 		$15.1M Buy
46,029
+123
+0.3% +$38.4K 0.42% 41
2026
Q2 		$19.9M Buy
45,906
+96
+0.2% +$29.1K 0.55% 35
2026
Q1 		$9.8M Buy
45,810
+39,896
+675% +$8.92M 0.31% 55
2025
Q4 		$1.01M Buy
5,914
+158
+3% +$24.6K 0.04% 221
2025
Q3 		$771K Buy
5,756
+14
+0.2% +$1.48K 0.03% 268
2025
Q2 		$559K Sell
5,742
-705
-11% -$55.9K 0.02% 309
2025
Q1 		$469K Buy
6,447
+467
+8% +$36.8K 0.02% 317
2024
Q4 		$432K Buy
+5,980
New +$454K 0.02% 323
2024
Q3 		– Sell
-2,380
Closed -$254K – 518
2024
Q2 		$254K Buy
+2,380
New +$228K 0.01% 426
2022
Q1 		– Sell
-3,840
Closed -$276K – 546
2021
Q4 		$276K Buy
+3,840
New +$241K 0.02% 421
2019
Q2 		– Sell
-87,420
Closed -$1.56M – 157
2019
Q1 		$1.56M Buy
+87,420
New +$1.46M 0.35% 31
2018
Q4 		– Sell
-146,420
Closed -$2.22M – 108
2018
Q3 		$2.22M Buy
+146,420
New +$2.5M 0.69% 20

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

Avidian Wealth Enterprises's LRCX Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its Lam Research (LRCX) stake by 0.27% in Q3 2026, buying an estimated $38.4K and bringing the position to 46,029 shares worth $15.1M. The position accounts for 0.42% of the portfolio, ranked #41.

Avidian Wealth Enterprises first reported a position in LRCX in Q3 2018 and has held it in 12 quarters since. The position peaked at $19.9M in Q2 2026. 2,587 funds tracked by Wall St. Rank hold LRCX as of Q3 2026.

  • Avidian Wealth Enterprises held 46,029 shares of Lam Research worth $15.1M as of Q3 2026.
  • Avidian Wealth Enterprises bought 123 Lam Research shares in Q3 2026, an estimated $38.4K.
  • Lam Research made up 0.42% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #41 holding.
  • Avidian Wealth Enterprises first reported a position in Lam Research in Q3 2018 and has held it in 12 quarters since.
  • Avidian Wealth Enterprises's Lam Research position peaked at $19.9M in Q2 2026.
  • 2,587 funds tracked by Wall St. Rank held Lam Research as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.