Baron Wealth Management
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Baron Wealth Management’s Lam Research LRCX Stock Holding History

Baron 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 		$203K Buy
617
+16
+3% +$5K 0.05% 290
2026
Q2 		$260K Buy
+601
New +$182K 0.07% 230

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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Baron Wealth Management's LRCX Position: Q3 2026 in Review

Baron Wealth Management increased its Lam Research (LRCX) stake by 2.7% in Q3 2026, buying an estimated $5K and bringing the position to 617 shares worth $203K. The position accounts for 0.05% of the portfolio, ranked #290.

Baron Wealth Management first reported a position in LRCX in Q2 2026 and has held it in 2 quarters since. The position peaked at $260K in Q2 2026. 1,833 funds tracked by Wall St. Rank hold LRCX as of Q3 2026.

  • Baron Wealth Management held 617 shares of Lam Research worth $203K as of Q3 2026.
  • Baron Wealth Management bought 16 Lam Research shares in Q3 2026, an estimated $5K.
  • Lam Research made up 0.05% of Baron Wealth Management's portfolio in Q3 2026, its #290 holding.
  • Baron Wealth Management first reported a position in Lam Research in Q2 2026 and has held it in 2 quarters since.
  • Baron Wealth Management's Lam Research position peaked at $260K in Q2 2026.
  • 1,833 funds tracked by Wall St. Rank held Lam Research as of Q3 2026.

Based on Baron Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.