Crestmont Private Wealth
LRCX icon

Crestmont Private Wealth’s Lam Research LRCX Stock Holding History

Crestmont 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 		$1.47M Sell
4,466
-403
-8% -$126K 0.41% 17
2026
Q2 		$2.11M Sell
4,869
-455
-9% -$138K 0.59% 15
2026
Q1 		$1.14M Buy
5,324
+51
+1% +$11.4K 0.36% 18
2025
Q4 		$903K Sell
5,273
-396
-7% -$61.6K 0.29% 24
2025
Q3 		$759K Buy
5,669
+622
+12% +$65.9K 0.25% 34
2025
Q2 		$491K Buy
5,047
+298
+6% +$23.6K 0.18% 45
2025
Q1 		$345K Buy
4,749
+1,435
+43% +$113K 0.15% 48
2024
Q4 		$239K Buy
3,314
+634
+24% +$48.1K 0.11% 63
2024
Q3 		$219K Buy
2,680
+450
+20% +$39.1K 0.1% 93
2024
Q2 		$237K Buy
+2,230
New +$214K 0.11% 70

Other funds holding LRCX

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

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

Crestmont Private Wealth reduced its Lam Research (LRCX) stake by 8.3% in Q3 2026, selling an estimated $126K and leaving 4,466 shares worth $1.47M. The position accounts for 0.41% of the portfolio, ranked #17.

Crestmont Private Wealth first reported a position in LRCX in Q2 2024 and has held it in 10 quarters since. The position peaked at $2.11M in Q2 2026. 2,274 funds tracked by Wall St. Rank hold LRCX as of Q3 2026.

  • Crestmont Private Wealth held 4,466 shares of Lam Research worth $1.47M as of Q3 2026.
  • Crestmont Private Wealth sold 403 Lam Research shares in Q3 2026, an estimated $126K.
  • Lam Research made up 0.41% of Crestmont Private Wealth's portfolio in Q3 2026, its #17 holding.
  • Crestmont Private Wealth first reported a position in Lam Research in Q2 2024 and has held it in 10 quarters since.
  • Crestmont Private Wealth's Lam Research position peaked at $2.11M in Q2 2026.
  • 2,274 funds tracked by Wall St. Rank held Lam Research as of Q3 2026.

Based on Crestmont Private Wealth's 13F filing for Q3 2026, filed 12 Nov 2026.