Cypress Wealth Services
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Cypress Wealth Services’s Lam Research LRCX Stock Holding History

Cypress Wealth Services’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 		$762K Sell
2,281
-24
-1% -$7.49K 0.09% 174
2026
Q2 		$999K Buy
2,305
+36
+2% +$10.9K 0.12% 132
2026
Q1 		$485K Buy
2,269
+439
+24% +$98.2K 0.07% 229
2025
Q4 		$313K Sell
1,830
-19
-1% -$2.96K 0.04% 290
2025
Q3 		$248K Buy
+1,849
New +$196K 0.04% 286
2021
Q2 		– Sell
-3,770
Closed -$224K – 293
2021
Q1 		$224K Buy
+3,770
New +$205K 0.05% 263

Other funds holding LRCX

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
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
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

Cypress Wealth Services's LRCX Position: Q3 2026 in Review

Cypress Wealth Services reduced its Lam Research (LRCX) stake by 1% in Q3 2026, selling an estimated $7.49K and leaving 2,281 shares worth $762K. The position accounts for 0.09% of the portfolio, ranked #174.

Cypress Wealth Services first reported a position in LRCX in Q1 2021 and has held it in 6 quarters since. The position peaked at $999K in Q2 2026. 1,983 funds tracked by Wall St. Rank hold LRCX as of Q3 2026.

  • Cypress Wealth Services held 2,281 shares of Lam Research worth $762K as of Q3 2026.
  • Cypress Wealth Services sold 24 Lam Research shares in Q3 2026, an estimated $7.49K.
  • Lam Research made up 0.09% of Cypress Wealth Services's portfolio in Q3 2026, its #174 holding.
  • Cypress Wealth Services first reported a position in Lam Research in Q1 2021 and has held it in 6 quarters since.
  • Cypress Wealth Services's Lam Research position peaked at $999K in Q2 2026.
  • 1,983 funds tracked by Wall St. Rank held Lam Research as of Q3 2026.

Based on Cypress Wealth Services's 13F filing for Q3 2026, filed 21 Oct 2026.