Core Wealth Partners’s Lam Research LRCX Stock Holding History

Core Wealth Partners’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	$1.54M	Buy	4,686 +591	+14%	+$185K	0.63%	39
2026 Q2	$1.77M	Buy	4,095 +95	+2%	+$28.8K	0.76%	34
2026 Q1	$855K	Hold	4,000	–	–	0.4%	59
2025 Q4	$685K	Hold	4,000	–	–	0.31%	71
2025 Q3	$536K	Hold	4,000	–	–	0.25%	85
2025 Q2	$389K	Hold	4,000	–	–	0.2%	102
2025 Q1	$291K	Hold	4,000	–	–	0.17%	122
2024 Q4	$289K	Buy	+4,000	New	+$303K	0.17%	125
2024 Q3	–	Sell	-4,000	Closed	-$426K	–	167
2024 Q2	$426K	Buy	+4,000	New	+$384K	0.29%	74

Other funds holding LRCX

Swedbank Stockholm, Sweden $118B AUM 40.52% 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

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Core Wealth Partners's LRCX Position: Q3 2026 in Review

Core Wealth Partners increased its Lam Research (LRCX) stake by 14% in Q3 2026, buying an estimated $185K and bringing the position to 4,686 shares worth $1.54M. The position accounts for 0.63% of the portfolio, ranked #39.

Core Wealth Partners first reported a position in LRCX in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.77M in Q2 2026. 1,319 funds tracked by Wall St. Rank hold LRCX as of Q3 2026.

Core Wealth Partners held 4,686 shares of Lam Research worth $1.54M as of Q3 2026.
Core Wealth Partners bought 591 Lam Research shares in Q3 2026, an estimated $185K.
Lam Research made up 0.63% of Core Wealth Partners's portfolio in Q3 2026, its #39 holding.
Core Wealth Partners first reported a position in Lam Research in Q2 2024 and has held it in 9 quarters since.
Core Wealth Partners's Lam Research position peaked at $1.77M in Q2 2026.
1,319 funds tracked by Wall St. Rank held Lam Research as of Q3 2026.

Based on Core Wealth Partners's 13F filing for Q3 2026, filed 2 Nov 2026.