Dynamic Wealth Strategies’s Lam Research LRCX Stock Holding History

Dynamic Wealth Strategies’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	$455K	Sell	1,384 -9	-0.6%	-$2.81K	0.24%	44
2026 Q2	$604K	Sell	1,393 -452	-24%	-$137K	0.32%	38
2026 Q1	$394K	Sell	1,845 -599	-25%	-$134K	0.23%	52
2025 Q4	$418K	Buy	2,444 +31	+1%	+$4.82K	0.25%	48
2025 Q3	$323K	Sell	2,413 -365	-13%	-$38.6K	0.22%	50
2025 Q2	$270K	Sell	2,778 -397	-13%	-$31.5K	0.19%	52
2025 Q1	$231K	Buy	3,175 +100	+3%	+$7.88K	0.19%	61
2024 Q4	$222K	Sell	3,075 -15	-0.5%	-$1.14K	0.2%	58
2024 Q3	$252K	Buy	3,090 +170	+6%	+$14.8K	0.21%	56
2024 Q2	$311K	Sell	2,920 -10	-0.3%	-$959	0.27%	42
2024 Q1	$285K	Sell	2,930 -10	-0.3%	-$880	0.24%	46
2023 Q4	$230K	Buy	+2,940	New	+$200K	0.21%	52

Other funds holding LRCX

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Dynamic Wealth Strategies's LRCX Position: Q3 2026 in Review

Dynamic Wealth Strategies reduced its Lam Research (LRCX) stake by 0.65% in Q3 2026, selling an estimated $2.81K and leaving 1,384 shares worth $455K. The position accounts for 0.24% of the portfolio, ranked #44.

Dynamic Wealth Strategies first reported a position in LRCX in Q4 2023 and has held it in 12 quarters since. The position peaked at $604K in Q2 2026. 1,983 funds tracked by Wall St. Rank hold LRCX as of Q3 2026.

Dynamic Wealth Strategies held 1,384 shares of Lam Research worth $455K as of Q3 2026.
Dynamic Wealth Strategies sold 9 Lam Research shares in Q3 2026, an estimated $2.81K.
Lam Research made up 0.24% of Dynamic Wealth Strategies's portfolio in Q3 2026, its #44 holding.
Dynamic Wealth Strategies first reported a position in Lam Research in Q4 2023 and has held it in 12 quarters since.
Dynamic Wealth Strategies's Lam Research position peaked at $604K in Q2 2026.
1,983 funds tracked by Wall St. Rank held Lam Research as of Q3 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q3 2026, filed 16 Oct 2026.