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Castle Rock Wealth Management’s Lam Research LRCX Stock Holding History

Castle Rock 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 		$940K Sell
2,816
-43
-2% -$13.4K 0.18% 125
2026
Q2 		$1.12M Sell
2,859
-66
-2% -$20K 0.22% 114
2026
Q1 		$639K Buy
2,925
+4
+0.1% +$894 0.14% 151
2025
Q4 		$670K Sell
2,921
-23
-0.8% -$3.58K 0.14% 138
2025
Q3 		$430K Buy
2,944
+111
+4% +$11.8K 0.1% 170
2025
Q2 		$290K Sell
2,833
-637
-18% -$50.5K 0.07% 210
2025
Q1 		$252K Buy
3,470
+76
+2% +$5.99K 0.07% 205
2024
Q4 		$281K Buy
+3,394
New +$257K 0.07% 200
2024
Q3 		– Sell
-3,260
Closed -$346K – 252
2024
Q2 		$346K Buy
3,260
+40
+1% +$3.84K 0.09% 184
2024
Q1 		$280K Buy
3,220
+120
+4% +$10.6K 0.08% 195
2023
Q4 		$227K Buy
+3,100
New +$211K 0.07% 211
2022
Q1 		– Sell
-5,660
Closed -$343K – 252
2021
Q4 		$343K Buy
5,660
+210
+4% +$13.2K 0.14% 174
2021
Q3 		$332K Buy
5,450
+40
+0.7% +$2.43K 0.11% 189
2021
Q2 		$334K Sell
5,410
-730
-12% -$46.1K 0.12% 190
2021
Q1 		$377K Buy
6,140
+360
+6% +$19.6K 0.15% 182
2020
Q4 		$326K Buy
+5,780
New +$243K 0.14% 192

Other funds holding LRCX

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
CBT
Central Bank & Trust Lexington, Kentucky $701M AUM 26.18% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

Castle Rock Wealth Management's LRCX Position: Q3 2026 in Review

Castle Rock Wealth Management reduced its Lam Research (LRCX) stake by 1.5% in Q3 2026, selling an estimated $13.4K and leaving 2,816 shares worth $940K. The position accounts for 0.18% of the portfolio, ranked #125.

Castle Rock Wealth Management first reported a position in LRCX in Q4 2020 and has held it in 16 quarters since. The position peaked at $1.12M in Q2 2026. 144 funds tracked by Wall St. Rank hold LRCX as of Q3 2026.

  • Castle Rock Wealth Management held 2,816 shares of Lam Research worth $940K as of Q3 2026.
  • Castle Rock Wealth Management sold 43 Lam Research shares in Q3 2026, an estimated $13.4K.
  • Lam Research made up 0.18% of Castle Rock Wealth Management's portfolio in Q3 2026, its #125 holding.
  • Castle Rock Wealth Management first reported a position in Lam Research in Q4 2020 and has held it in 16 quarters since.
  • Castle Rock Wealth Management's Lam Research position peaked at $1.12M in Q2 2026.
  • 144 funds tracked by Wall St. Rank held Lam Research as of Q3 2026.

Based on Castle Rock Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.