Caldwell Trust
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Caldwell Trust’s Lam Research LRCX Stock Holding History

Caldwell Trust’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 		$1.55M Buy
4,704
+196
+4% +$61.2K 0.12% 136
2026
Q2 		$1.95M Sell
4,508
-304
-6% -$92.3K 0.16% 118
2026
Q1 		$1.03M Hold
4,812
– – 0.09% 162
2025
Q4 		$824K Sell
4,812
-108
-2% -$16.8K 0.07% 179
2025
Q3 		$659K Buy
4,920
+300
+6% +$31.8K 0.06% 200
2025
Q2 		$450K Hold
4,620
– – 0.05% 232
2025
Q1 		$336K Hold
4,620
– – 0.04% 253
2024
Q4 		$334K Hold
4,620
– – 0.03% 251
2024
Q3 		$377K Sell
4,620
-300
-6% -$26.1K 0.04% 248
2024
Q2 		$524K Sell
4,920
-250
-5% -$24K 0.06% 209
2024
Q1 		$502K Sell
5,170
-1,150
-18% -$101K 0.06% 222
2023
Q4 		$495K Buy
6,320
+80
+1% +$5.45K 0.06% 207
2023
Q3 		$391K Sell
6,240
-1,350
-18% -$88.7K 0.05% 222
2023
Q2 		$488K Buy
7,590
+310
+4% +$17.5K 0.06% 203
2023
Q1 		$386K Hold
7,280
– – 0.05% 220
2022
Q4 		$306K Buy
7,280
+620
+9% +$25.9K 0.04% 236
2022
Q3 		$244K Sell
6,660
-950
-12% -$42.3K 0.04% 249
2022
Q2 		$324K Sell
7,610
-750
-9% -$35.7K 0.04% 227
2022
Q1 		$449K Sell
8,360
-1,010
-11% -$58.8K 0.05% 216
2021
Q4 		$674K Hold
9,370
– – 0.08% 177
2021
Q3 		$533K Hold
9,370
– – 0.07% 195
2021
Q2 		$610K Sell
9,370
-500
-5% -$31.6K 0.08% 175
2021
Q1 		$588K Sell
9,870
-750
-7% -$40.9K 0.08% 169
2020
Q4 		$502K Hold
10,620
– – 0.08% 175
2020
Q3 		$352K Sell
10,620
-1,310
-11% -$45.1K 0.06% 196
2020
Q2 		$386K Sell
11,930
-500
-4% -$13.6K 0.06% 193
2020
Q1 		$298K Sell
12,430
-1,250
-9% -$36K 0.06% 198
2019
Q4 		$400K Buy
+13,680
New +$363K 0.06% 194

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

Caldwell Trust's LRCX Position: Q3 2026 in Review

Caldwell Trust increased its Lam Research (LRCX) stake by 4.3% in Q3 2026, buying an estimated $61.2K and bringing the position to 4,704 shares worth $1.55M. The position accounts for 0.12% of the portfolio, ranked #136.

Caldwell Trust first reported a position in LRCX in Q4 2019 and has held it in 28 quarters since. The position peaked at $1.95M in Q2 2026. 1,846 funds tracked by Wall St. Rank hold LRCX as of Q3 2026.

  • Caldwell Trust held 4,704 shares of Lam Research worth $1.55M as of Q3 2026.
  • Caldwell Trust bought 196 Lam Research shares in Q3 2026, an estimated $61.2K.
  • Lam Research made up 0.12% of Caldwell Trust's portfolio in Q3 2026, its #136 holding.
  • Caldwell Trust first reported a position in Lam Research in Q4 2019 and has held it in 28 quarters since.
  • Caldwell Trust's Lam Research position peaked at $1.95M in Q2 2026.
  • 1,846 funds tracked by Wall St. Rank held Lam Research as of Q3 2026.

Based on Caldwell Trust's 13F filing for Q3 2026, filed 30 Oct 2026.