Elevated Capital Advisors
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Elevated Capital Advisors’s Lam Research LRCX Stock Holding History

Elevated Capital Advisors’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 		$86.1K Sell
262
-425
-62% -$133K 0.03% 228
2026
Q2 		$298K Sell
687
-116
-14% -$35.2K 0.08% 214
2026
Q1 		$172K Buy
803
+533
+197% +$119K 0.04% 246
2025
Q4 		$46.2K Buy
+270
New +$42K 0.01% 349

Other funds holding LRCX

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
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

Elevated Capital Advisors's LRCX Position: Q3 2026 in Review

Elevated Capital Advisors reduced its Lam Research (LRCX) stake by 62% in Q3 2026, selling an estimated $133K and leaving 262 shares worth $86.1K. The position accounts for 0.03% of the portfolio, ranked #228.

Elevated Capital Advisors first reported a position in LRCX in Q4 2025 and has held it in 4 quarters since. The position peaked at $298K in Q2 2026. 1,853 funds tracked by Wall St. Rank hold LRCX as of Q3 2026.

  • Elevated Capital Advisors held 262 shares of Lam Research worth $86.1K as of Q3 2026.
  • Elevated Capital Advisors sold 425 Lam Research shares in Q3 2026, an estimated $133K.
  • Lam Research made up 0.03% of Elevated Capital Advisors's portfolio in Q3 2026, its #228 holding.
  • Elevated Capital Advisors first reported a position in Lam Research in Q4 2025 and has held it in 4 quarters since.
  • Elevated Capital Advisors's Lam Research position peaked at $298K in Q2 2026.
  • 1,853 funds tracked by Wall St. Rank held Lam Research as of Q3 2026.

Based on Elevated Capital Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.