Brandywine Oak Private Wealth
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Brandywine Oak Private Wealth’s Lam Research LRCX Stock Holding History

Brandywine Oak 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
2026
Q3 		$230K Hold
700
– – 0.02% 217
2026
Q2 		$303K Buy
+700
New +$212K 0.02% 200
2019
Q1 		– Sell
-3,880
Closed -$52K – 446
2018
Q4 		$52K Buy
+3,880
New +$55.6K 0.01% 354

Other funds holding LRCX

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
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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

Brandywine Oak Private Wealth's LRCX Position: Q3 2026 in Review

Brandywine Oak Private Wealth held its Lam Research (LRCX) position steady in Q3 2026 at 700 shares worth $230K. The position accounts for 0.02% of the portfolio, ranked #217.

Brandywine Oak Private Wealth first reported a position in LRCX in Q4 2018 and has held it in 3 quarters since. The position peaked at $303K in Q2 2026. 1,983 funds tracked by Wall St. Rank hold LRCX as of Q3 2026.

  • Brandywine Oak Private Wealth held 700 shares of Lam Research worth $230K as of Q3 2026.
  • Brandywine Oak Private Wealth left its Lam Research share count unchanged in Q3 2026.
  • Lam Research made up 0.02% of Brandywine Oak Private Wealth's portfolio in Q3 2026, its #217 holding.
  • Brandywine Oak Private Wealth first reported a position in Lam Research in Q4 2018 and has held it in 3 quarters since.
  • Brandywine Oak Private Wealth's Lam Research position peaked at $303K in Q2 2026.
  • 1,983 funds tracked by Wall St. Rank held Lam Research as of Q3 2026.

Based on Brandywine Oak Private Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.