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Brass Tax Wealth Management’s Lam Research LRCX Stock Holding History

Brass Tax 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
2025
Q3 		$443K Sell
3,310
-90
-3% -$9.53K 0.07% 135
2025
Q2 		$331K Hold
3,400
– – 0.06% 157
2025
Q1 		$247K Hold
3,400
– – 0.05% 180
2024
Q4 		$246K Hold
3,400
– – 0.05% 176
2024
Q3 		$277K Buy
3,400
+40
+1% +$3.48K 0.06% 155
2024
Q2 		$358K Hold
3,360
– – 0.15% 80
2024
Q1 		$326K Buy
+3,360
New +$296K 0.17% 76

Other funds holding LRCX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Brass Tax Wealth Management's LRCX Position: Q3 2025 in Review

Brass Tax Wealth Management reduced its Lam Research (LRCX) stake by 2.6% in Q3 2025, selling an estimated $9.53K and leaving 3,310 shares worth $443K. The position accounts for 0.07% of the portfolio, ranked #135.

Brass Tax Wealth Management first reported a position in LRCX in Q1 2024 and has held it in 7 quarters since. 2,108 funds tracked by Wall St. Rank hold LRCX as of Q3 2025.

  • Brass Tax Wealth Management held 3,310 shares of Lam Research worth $443K as of Q3 2025.
  • Brass Tax Wealth Management sold 90 Lam Research shares in Q3 2025, an estimated $9.53K.
  • Lam Research made up 0.07% of Brass Tax Wealth Management's portfolio in Q3 2025, its #135 holding.
  • Brass Tax Wealth Management first reported a position in Lam Research in Q1 2024 and has held it in 7 quarters since.
  • 2,108 funds tracked by Wall St. Rank held Lam Research as of Q3 2025.

Based on Brass Tax Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.