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Cornerstone Wealth Management’s Lam Research LRCX Stock Holding History

Cornerstone 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 		$407K Buy
1,238
+155
+14% +$48.4K 0.02% 533
2026
Q2 		$469K Sell
1,083
-341
-24% -$104K 0.02% 508
2026
Q1 		$304K Buy
1,424
+26
+2% +$5.81K 0.02% 571
2025
Q4 		$239K Buy
+1,398
New +$217K 0.01% 612
2018
Q1 		$209K Buy
+10,780
New +$214K 0.04% 355

Other funds holding LRCX

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

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

Cornerstone Wealth Management increased its Lam Research (LRCX) stake by 14% in Q3 2026, buying an estimated $48.4K and bringing the position to 1,238 shares worth $407K. The position accounts for 0.02% of the portfolio, ranked #533.

Cornerstone Wealth Management first reported a position in LRCX in Q1 2018 and has held it in 5 quarters since. The position peaked at $469K in Q2 2026. 1,714 funds tracked by Wall St. Rank hold LRCX as of Q3 2026.

  • Cornerstone Wealth Management held 1,238 shares of Lam Research worth $407K as of Q3 2026.
  • Cornerstone Wealth Management bought 155 Lam Research shares in Q3 2026, an estimated $48.4K.
  • Lam Research made up 0.02% of Cornerstone Wealth Management's portfolio in Q3 2026, its #533 holding.
  • Cornerstone Wealth Management first reported a position in Lam Research in Q1 2018 and has held it in 5 quarters since.
  • Cornerstone Wealth Management's Lam Research position peaked at $469K in Q2 2026.
  • 1,714 funds tracked by Wall St. Rank held Lam Research as of Q3 2026.

Based on Cornerstone Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.