Client 1st Advisory Group’s Lam Research LRCX Stock Holding History

Client 1st Advisory Group’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	$1.25M	Buy	3,804 +10	+0.3%	+$3.12K	0.32%	45
2026 Q2	$1.64M	Buy	3,794 +94	+3%	+$28.5K	0.43%	37
2026 Q1	$791K	Sell	3,700 -490	-12%	-$110K	0.24%	54
2025 Q4	$717K	Hold	4,190	–	–	0.22%	55
2025 Q3	$561K	Hold	4,190	–	–	0.19%	64
2025 Q2	$408K	Hold	4,190	–	–	0.15%	75
2025 Q1	$305K	Hold	4,190	–	–	0.12%	91
2024 Q4	$303K	Hold	4,190	–	–	0.12%	96
2024 Q3	$342K	Sell	4,190 -1,190	-22%	-$103K	0.14%	86
2024 Q2	$573K	Sell	5,380 -240	-4%	-$23K	0.25%	48
2024 Q1	$546K	Hold	5,620	–	–	0.25%	50
2023 Q4	$440K	Hold	5,620	–	–	0.21%	61
2023 Q3	$352K	Buy	5,620 +2,000	+55%	+$131K	0.19%	67
2023 Q2	$233K	Buy	+3,620	New	+$204K	0.12%	91

Other funds holding LRCX

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Client 1st Advisory Group's LRCX Position: Q3 2026 in Review

Client 1st Advisory Group increased its Lam Research (LRCX) stake by 0.26% in Q3 2026, buying an estimated $3.12K and bringing the position to 3,804 shares worth $1.25M. The position accounts for 0.32% of the portfolio, ranked #45.

Client 1st Advisory Group first reported a position in LRCX in Q2 2023 and has held it in 14 quarters since. The position peaked at $1.64M in Q2 2026. 647 funds tracked by Wall St. Rank hold LRCX as of Q3 2026.

Client 1st Advisory Group held 3,804 shares of Lam Research worth $1.25M as of Q3 2026.
Client 1st Advisory Group bought 10 Lam Research shares in Q3 2026, an estimated $3.12K.
Lam Research made up 0.32% of Client 1st Advisory Group's portfolio in Q3 2026, its #45 holding.
Client 1st Advisory Group first reported a position in Lam Research in Q2 2023 and has held it in 14 quarters since.
Client 1st Advisory Group's Lam Research position peaked at $1.64M in Q2 2026.
647 funds tracked by Wall St. Rank held Lam Research as of Q3 2026.

Based on Client 1st Advisory Group's 13F filing for Q3 2026, filed 19 Oct 2026.