Cetera Trust Company
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Cetera Trust Company’s Lam Research LRCX Stock Holding History

Cetera Trust Company’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 		$11.5M Sell
34,960
-850
-2% -$265K 5.85% 2
2026
Q2 		$15.5M Sell
35,810
-950
-3% -$288K 7.79% 1
2026
Q1 		$7.85M Sell
36,760
-3,150
-8% -$704K 4.44% 2
2025
Q4 		$6.83M Sell
39,910
-850
-2% -$132K 3.65% 2
2025
Q3 		$5.46M Sell
40,760
-250
-0.6% -$26.5K 3.06% 3
2025
Q2 		$3.99M Hold
41,010
– – 2.38% 7
2025
Q1 		$2.98M Buy
+41,010
New +$3.23M 1.9% 9
2024
Q4 		– Sell
-42,460
Closed -$3.47M – 395
2024
Q3 		$3.47M Sell
42,460
-2,500
-6% -$217K 2.12% 6
2024
Q2 		$4.79M Sell
44,960
-5,850
-12% -$561K 3.01% 3
2024
Q1 		$4.94M Sell
50,810
-2,000
-4% -$176K 2.97% 3
2023
Q4 		$4.14M Buy
+52,810
New +$3.6M 2.58% 3

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
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

Cetera Trust Company's LRCX Position: Q3 2026 in Review

Cetera Trust Company reduced its Lam Research (LRCX) stake by 2.4% in Q3 2026, selling an estimated $265K and leaving 34,960 shares worth $11.5M. The position accounts for 5.85% of the portfolio, ranked #2.

Cetera Trust Company first reported a position in LRCX in Q4 2023 and has held it in 11 quarters since. The position peaked at $15.5M in Q2 2026. 1,923 funds tracked by Wall St. Rank hold LRCX as of Q3 2026.

  • Cetera Trust Company held 34,960 shares of Lam Research worth $11.5M as of Q3 2026.
  • Cetera Trust Company sold 850 Lam Research shares in Q3 2026, an estimated $265K.
  • Lam Research made up 5.85% of Cetera Trust Company's portfolio in Q3 2026, its #2 holding.
  • Cetera Trust Company first reported a position in Lam Research in Q4 2023 and has held it in 11 quarters since.
  • Cetera Trust Company's Lam Research position peaked at $15.5M in Q2 2026.
  • 1,923 funds tracked by Wall St. Rank held Lam Research as of Q3 2026.

Based on Cetera Trust Company's 13F filing for Q3 2026, filed 9 Nov 2026.