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

Centric 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 		$502K Buy
+2,269
New +$708K 0.08% 139

Other funds holding LRCX

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
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
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

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

Centric Wealth Management opened a new position in Lam Research (LRCX) in Q3 2026: 2,269 shares worth $502K. The stake represents 0.08% of the portfolio and ranks #139 among its holdings.

2,587 funds tracked by Wall St. Rank hold LRCX as of Q3 2026.

  • Centric Wealth Management held 2,269 shares of Lam Research worth $502K as of Q3 2026.
  • Lam Research was a new Centric Wealth Management position in Q3 2026.
  • Lam Research made up 0.08% of Centric Wealth Management's portfolio in Q3 2026, its #139 holding.
  • 2,587 funds tracked by Wall St. Rank held Lam Research as of Q3 2026.

Based on Centric Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.