Endowment Wealth Management
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Endowment Wealth Management’s Lam Research LRCX Stock Holding History

Endowment Wealth Management’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 		$422K Buy
+1,286
New +$402K 0.14% 103

Other funds holding LRCX

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Endowment Wealth Management's LRCX Position: Q3 2026 in Review

Endowment Wealth Management opened a new position in Lam Research (LRCX) in Q3 2026: 1,286 shares worth $422K. The stake represents 0.14% of the portfolio and ranks #103 among its holdings.

1,714 funds tracked by Wall St. Rank hold LRCX as of Q3 2026.

  • Endowment Wealth Management held 1,286 shares of Lam Research worth $422K as of Q3 2026.
  • Lam Research was a new Endowment Wealth Management position in Q3 2026.
  • Lam Research made up 0.14% of Endowment Wealth Management's portfolio in Q3 2026, its #103 holding.
  • 1,714 funds tracked by Wall St. Rank held Lam Research as of Q3 2026.

Based on Endowment Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.