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Elevation Wealth Partners’s Lam Research LRCX Stock Holding History

Elevation Wealth Partners’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 		$74.2K Sell
226
-2
-0.9% -$625 0.02% 267
2026
Q2 		$98.8K Buy
228
+89
+64% +$27K 0.03% 194
2026
Q1 		$29.7K Sell
139
-4
-3% -$894 0.01% 309
2025
Q4 		$24.5K Buy
143
+93
+186% +$14.5K 0.01% 328
2025
Q3 		$6.7K Buy
+50
New +$5.29K ﹤0.01% 438

Other funds holding LRCX

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Elevation Wealth Partners's LRCX Position: Q3 2026 in Review

Elevation Wealth Partners reduced its Lam Research (LRCX) stake by 0.88% in Q3 2026, selling an estimated $625 and leaving 226 shares worth $74.2K. The position accounts for 0.02% of the portfolio, ranked #267.

Elevation Wealth Partners first reported a position in LRCX in Q3 2025 and has held it in 5 quarters since. The position peaked at $98.8K in Q2 2026. 113 funds tracked by Wall St. Rank hold LRCX as of Q3 2026.

  • Elevation Wealth Partners held 226 shares of Lam Research worth $74.2K as of Q3 2026.
  • Elevation Wealth Partners sold 2 Lam Research shares in Q3 2026, an estimated $625.
  • Lam Research made up 0.02% of Elevation Wealth Partners's portfolio in Q3 2026, its #267 holding.
  • Elevation Wealth Partners first reported a position in Lam Research in Q3 2025 and has held it in 5 quarters since.
  • Elevation Wealth Partners's Lam Research position peaked at $98.8K in Q2 2026.
  • 113 funds tracked by Wall St. Rank held Lam Research as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.