Consilium Wealth Advisory’s Lam Research LRCX Stock Holding History

Consilium Wealth Advisory’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	$2.5M	Buy	7,604 +236	+3%	+$73.7K	0.74%	30
2026 Q2	$3.19M	Sell	7,368 -90	-1%	-$27.3K	0.95%	27
2026 Q1	$1.59M	Buy	7,458 +3,918	+111%	+$876K	0.54%	34
2025 Q4	$606K	Hold	3,540	–	–	0.22%	63
2025 Q3	$474K	Hold	3,540	–	–	0.18%	71
2025 Q2	$345K	Hold	3,540	–	–	0.15%	76
2025 Q1	$257K	Hold	3,540	–	–	0.13%	80
2024 Q4	$256K	Hold	3,540	–	–	0.12%	83
2024 Q3	$289K	Hold	3,540	–	–	0.16%	73
2024 Q2	$377K	Hold	3,540	–	–	0.21%	63
2024 Q1	$344K	Hold	3,540	–	–	0.19%	69
2023 Q4	$277K	Hold	3,540	–	–	0.17%	74
2023 Q3	$222K	Hold	3,540	–	–	0.16%	80
2023 Q2	$228K	Buy	+3,540	New	+$200K	0.16%	76
2022 Q1	–	Sell	-3,540	Closed	-$255K	–	88
2021 Q4	$255K	Buy	+3,540	New	+$222K	0.17%	80

Other funds holding LRCX

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

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

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Consilium Wealth Advisory's LRCX Position: Q3 2026 in Review

Consilium Wealth Advisory increased its Lam Research (LRCX) stake by 3.2% in Q3 2026, buying an estimated $73.7K and bringing the position to 7,604 shares worth $2.5M. The position accounts for 0.74% of the portfolio, ranked #30.

Consilium Wealth Advisory first reported a position in LRCX in Q4 2021 and has held it in 15 quarters since. The position peaked at $3.19M in Q2 2026. 1,514 funds tracked by Wall St. Rank hold LRCX as of Q3 2026.

Consilium Wealth Advisory held 7,604 shares of Lam Research worth $2.5M as of Q3 2026.
Consilium Wealth Advisory bought 236 Lam Research shares in Q3 2026, an estimated $73.7K.
Lam Research made up 0.74% of Consilium Wealth Advisory's portfolio in Q3 2026, its #30 holding.
Consilium Wealth Advisory first reported a position in Lam Research in Q4 2021 and has held it in 15 quarters since.
Consilium Wealth Advisory's Lam Research position peaked at $3.19M in Q2 2026.
1,514 funds tracked by Wall St. Rank held Lam Research as of Q3 2026.

Based on Consilium Wealth Advisory's 13F filing for Q3 2026, filed 14 Oct 2026.