Cove Private Wealth
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Cove Private Wealth’s Lam Research LRCX Stock Holding History

Cove Private Wealth’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 		$1.91M Buy
5,812
+52
+0.9% +$16.2K 0.34% 55
2026
Q2 		$2.5M Hold
5,760
– – 0.48% 40
2026
Q1 		$1.23M Hold
5,760
– – 0.28% 69
2025
Q4 		$986K Hold
5,760
– – 0.29% 72
2025
Q3 		$771K Hold
5,760
– – 0.24% 86
2025
Q2 		$561K Buy
+5,760
New +$457K 0.2% 97

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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Cove Private Wealth's LRCX Position: Q3 2026 in Review

Cove Private Wealth increased its Lam Research (LRCX) stake by 0.9% in Q3 2026, buying an estimated $16.2K and bringing the position to 5,812 shares worth $1.91M. The position accounts for 0.34% of the portfolio, ranked #55.

Cove Private Wealth first reported a position in LRCX in Q2 2025 and has held it in 6 quarters since. The position peaked at $2.5M in Q2 2026. 1,743 funds tracked by Wall St. Rank hold LRCX as of Q3 2026.

  • Cove Private Wealth held 5,812 shares of Lam Research worth $1.91M as of Q3 2026.
  • Cove Private Wealth bought 52 Lam Research shares in Q3 2026, an estimated $16.2K.
  • Lam Research made up 0.34% of Cove Private Wealth's portfolio in Q3 2026, its #55 holding.
  • Cove Private Wealth first reported a position in Lam Research in Q2 2025 and has held it in 6 quarters since.
  • Cove Private Wealth's Lam Research position peaked at $2.5M in Q2 2026.
  • 1,743 funds tracked by Wall St. Rank held Lam Research as of Q3 2026.

Based on Cove Private Wealth's 13F filing for Q3 2026, filed 28 Oct 2026.