Baker Tilly Wealth Management
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Baker Tilly Wealth Management’s Lam Research LRCX Stock Holding History

Baker Tilly Wealth Management’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 		$560K Sell
1,705
-47
-3% -$14.7K 0.11% 155
2026
Q2 		$759K Sell
1,752
-5
-0.3% -$1.52K 0.16% 126
2026
Q1 		$375K Buy
1,757
+143
+9% +$32K 0.09% 188
2025
Q4 		$276K Buy
1,614
+91
+6% +$14.2K 0.07% 231
2025
Q3 		$204K Buy
+1,523
New +$161K 0.05% 268
2024
Q3 		– Sell
-4,240
Closed -$451K – 265
2024
Q2 		$451K Sell
4,240
-1,600
-27% -$153K 0.18% 135
2024
Q1 		$567K Sell
5,840
-60
-1% -$5.28K 0.1% 223
2023
Q4 		$462K Buy
5,900
+280
+5% +$19.1K 0.08% 294
2023
Q3 		$352K Sell
5,620
-50
-0.9% -$3.28K 0.06% 337
2023
Q2 		$365K Buy
5,670
+80
+1% +$4.51K 0.04% 419
2023
Q1 		$296K Buy
5,590
+60
+1% +$2.94K 0.03% 452
2022
Q4 		$232K Buy
+5,530
New +$231K 0.03% 487
2022
Q3 		– Sell
-5,580
Closed -$238K – 522
2022
Q2 		$238K Sell
5,580
-20
-0.4% -$952 0.03% 443
2022
Q1 		$301K Sell
5,600
-570
-9% -$33.2K 0.03% 429
2021
Q4 		$444K Buy
6,170
+30
+0.5% +$1.88K 0.05% 377
2021
Q3 		$349K Sell
6,140
-20
-0.3% -$1.22K 0.05% 390
2021
Q2 		$401K Buy
6,160
+310
+5% +$19.6K 0.06% 332
2021
Q1 		$348K Buy
5,850
+40
+0.7% +$2.18K 0.07% 324
2020
Q4 		$274K Buy
+5,810
New +$244K 0.08% 259

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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Baker Tilly Wealth Management's LRCX Position: Q3 2026 in Review

Baker Tilly Wealth Management reduced its Lam Research (LRCX) stake by 2.7% in Q3 2026, selling an estimated $14.7K and leaving 1,705 shares worth $560K. The position accounts for 0.11% of the portfolio, ranked #155.

Baker Tilly Wealth Management first reported a position in LRCX in Q4 2020 and has held it in 19 quarters since. The position peaked at $759K in Q2 2026. 1,714 funds tracked by Wall St. Rank hold LRCX as of Q3 2026.

  • Baker Tilly Wealth Management held 1,705 shares of Lam Research worth $560K as of Q3 2026.
  • Baker Tilly Wealth Management sold 47 Lam Research shares in Q3 2026, an estimated $14.7K.
  • Lam Research made up 0.11% of Baker Tilly Wealth Management's portfolio in Q3 2026, its #155 holding.
  • Baker Tilly Wealth Management first reported a position in Lam Research in Q4 2020 and has held it in 19 quarters since.
  • Baker Tilly Wealth Management's Lam Research position peaked at $759K in Q2 2026.
  • 1,714 funds tracked by Wall St. Rank held Lam Research as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.